Mehul Bhatt of OysterRock Capital presented his investment thesis on Protean eGov Technologies Ltd (India: PROTEAN) at Asian Investing Summit 2024.

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About the instructor:

Mehul Bhatt is the Founder and Managing Partner at OysterRock Capital, a six-year-old India-centric fund manager founded in Mumbai. The firm manages an onshore India fund and has Luxembourg and Mauritius vehicles where it accepts international investments for investing in Indian equities. OysterRock’s thesis of “Capturing Undiscounted Change” and capturing perception variance between businesses and markets are areas where the firm has seen extraordinary outcomes. The firm specialises in identifying companies that are in transition and by combining deep analysis with “scuttle-butt”, it has seen success in companies like Gabriel India (3x), Laurus Labs (10x), and Polymed (4x). OysterRock also has an extraordinary advisory board made up of well-known Indian business leaders. The firm’s design, processes and actions are deliberate to align client interest which helps it to focus on making idiosyncratic investments with asymmetric long-term prospects.

OysterRock returned the money to investors in September 2021 in the first fund after ~3.5 years with a return of 84%, pretax but after fixed fees and expenses. OysterRock’s thesis is now well tested over time and through cycles.

Previously, Mehul headed equity fund management at HSBC Asset Management in India and worked at Credit Suisse and Raymond James’ India business. Mehul is a mechanical engineer and a management graduate from the Indian School of Business.

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