Deccan Value Investors

The firm's full investment philosophy — three decades of concentrated, long-horizon investing across more than thirty countries — is set out in the long-form essay below.

• Apr 28, 2026

  Three Decades of Concentrated Investing

  Notes on Deccan Value's concentrated, long-horizon strategy — five to ten positions, one or two decisions a year, with case studies on MasterCard's demutualization and the Marriott Vacations, Engility, Recall, and DuluxGroup spinoffs.