Indus Capital is an independent, partner-owned premier Asia Pacific equities investment management firm. The firm's investment process integrates unique local knowledge, deep primary on-the-ground research, and a differentiated global perspective. Led by an experienced and dedicated investment team, Indus provides both hedged and long-only strategies. Over its 22-year history, Indus Capital has organically grown to manage $3.5B in assets, specializing in long/short and long-only strategies focused on equity investments in Asia Pacific markets, including Japan.
David Kowitz, Sheldon Kasowitz, Byron Gill, James Shannon, Ben De Somma, and Nowell Chernick founded Indus Capital. David and Sheldon served as Co-Managing Partners from inception until 2016, gradually transitioning their fund manager responsibilities. This successful partnership succession concluded in 2019 with their retirement, enabling the elevation of the next generation of talent and partners into senior roles. David and Sheldon currently serve as non-executive chairmen of the firm.
Byron Gill, a Founding Partner, now serves as the firm's Managing Partner and Portfolio Manager of the Indus Pacific Opportunities Fund. James Shannon, also a Founding Partner, acts as CEO, overseeing all non-investment functions.
Indus Capital Partners is a hedge fund managing discretionary assets totaling $3,927,367,546 for 16 clients, as reported in their Form ADV dated March 2024. Their latest 13F filing for Q1 2024 disclosed $160,866,778 in managed 13F securities, with a top 10 holdings concentration of 100%. The firm's largest holding is HDFC Bank Ltd ADR, with 1,314,358 shares held.
| Fund Name: | Indus Capital |
| Manager | Byron Gill |
| Portfolio Value | $163,345,631 |
| Change This QTR | +1.02% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | HDB | 1,312,758 | $84,449,722 | -1% | 51.7% | ||
| 2. | YMM | 5,700,988 | $45,835,944 | -9% | 28.06% | ||
| 3. | BEKE | 2,103,591 | $29,765,813 | -3% | 18.22% | ||
| 4. | CTSH | 24,415 | $1,660,220 | -84% | 1.01% | ||
| 5. | BEDU | 778,063 | $1,633,932 | -3% | 1% |
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2024-02-14 | ||||
| 2024-02-14 | ||||
| 2023-02-14 | ||||
| 2023-02-14 | ||||
| 2022-08-12 |
