At the 2024 Sohn London Conference, Thiago Mordehachvili, Founder and Chief Investment Officer of Granular Capital Ltd., delivered a pitch for a U.S. based leader in the offshore oil rig industry. Founded in 2018, Granular Capital is a London based small-cap focused equity manage. Beyond highlighting this opportunity, Mordehachvili drew parallels between healthcare system robustness and the structural advantages of long-term investing. Before starting Granular, Thiago was a partner at Dynamo Capital for 10 years.
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Granular Capital: A Strategic Approach to Inefficiency
Granular Capital, a London-based long-only fund, operates with a laser-focused investment strategy:
- 10-15 carefully selected positions, focusing on European small and mid-cap companies.
- An emphasis on cash-generative, high-growth businesses in under-researched, inefficient markets.
- A low-turnover portfolio, where long-term compounding and active engagement drive alpha.
Granular’s preference for low-volatility companies with structural advantages reflects Mordehachvili’s belief that mar
