Petershill Partners: Attractive Portfolio of General Partner Interests

Gokul Raj Ponnuraj of Bavaria Industries Group presented his investment thesis on Petershill Partners (UK: PHLL) at European Investing Summit 2023.

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About the instructor:

Gokul Raj Ponnuraj is a value investor with a focus on small and mid-cap compounders and spin-off’s with a bias towards emerging markets. He has been investing in the Indian markets since 2006 and in global markets since 2017. Gokul Raj manages the public equities portfolio at Bavaria Industries Group. The firm uses its balance sheet assets (permanent capital) to invest in opportunities with an attractive risk-reward trade off. Gokul Raj holds a Master in Finance degree from London Business School and a CFA charterholder.