We Focus On

Outsized Wealth Creating Destinations

AR Capital is a value-oriented investment manager that takes its inspirations from the 1950’s original Buffett Partnerships. Standing on three pillars - Integrity, Preservation & Performance - we provide you easy access to South Asia and other global economies participating in one of the largest wealth creation opportunities of this century.

bottom-up investment process

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Our bottom-up investment process is focused on the long-term ownership of simple, predictable, understandable, free cash flow generative publicly listed businesses at a reasonable price. We also look out for growth and Recognise it to be a component of the value equation, but also realise the fact that growth without a commensurate level of  owners’ earnings - in Buffet’s terms - destroys wealth.

investing within our circle of competence

Great businesses and profitable investment opportunities are very rare and therefore we generally go wherever we find value. as a consequence run a concentrated portfolio of well-governed and well Capitalized companies that are in our circle of competence.

Eating our own dog food

We put our own money in the same fund along with our clients and take full accountability for each investment decision we make. most importantly, the mistakes in allocating capital. So we are always going in the same direction - no matter how good or bad -  investing alongside you.  The most important virtue to us in order to do well in investing and life, in general, is patience. Given a choice - we always prefer taking short-term pain in Maximizing long-term outsized financial return.  

excellence in

Creating Value

Ahmed is a value investor & also sits on the board of multiple companies to ensure value for his shareholders. The diverse mental models earned from being an electronics engineer, a top business school grad, Stanford alumni, ex fortune 500 leadership role-player, die hearted serial entrepreneur & a deep value-generating investor gave him the position to manage AR Capital - Hedge Fund, NY, that is rock solid on five fundamentals - Transparency, Intellectual Integrity, Preservation Of Capital, Long-Term Outperformance & Continual Improvement. In preparation for this wealthy career as a value investor, he read exhaustively on everything from books, annual reports, newspaper columns, magazine articles, courts records, the writings of the old philosophers, the new psychologists, and religious principle

Excellence in

Capital Allocation

Riyan is a value investor with extensive investment experience in public equities and debt securities in major stock markets globally. He worked on several projects for Google, such as BLE and G-FI. He has been appointed as one of the principals to execute South Asian investment opportunities by AR Capital - Hedge Fund, NY. Riyan's involvement with many companies across borders in designing a systematic process for capital allocation and management incentives has allowed him to gain great perspectives and collect comprehensive mental models to invest in businesses with a favorable competitive advantage and high IRR re-investment opportunities run by phenomenal business operators. This fundamental framework is at the heart of the capital allocation decisions at AR Capital - Hedge Fund, NY, to deliver long-term investment outperformance for the most sophisticated clients. Passionate in the investment intricacies, an avid reader of Buffett and Munger, Riyan holds a bachelor's in commerce from the AIH, Sydney.