Aalap Mahadevia, Founder & CIO of Briarwood Chase Management, presented at the 2025 Sohn Hong Kong Conference an investment idea focused on the Indian real market, known for strong long-term trends but often high valuations. His firm specializes in micro and small-cap equities that are typically excluded from major indices. Briarwood's strategy is to find companies benefiting from global attractive secular trends but trading at valuations that appeal even to deep value investors.
Prior to founding Briarwood Chase Management, Mahadevia worked at firms including Tiger Consumer Management, Farallon Capital Management, Narragansett Asset Management and Leucadia National.
2025 Sohn Hong Kong Conference - Briarwood Chase Management's Aalap Mahadevia
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