Opportunity

India finds itself at a unique inflection point, and just as the India of 2022 is very different from the India of 2010, Bay is certain that the India of 2030 will too, differ substantially, so we are as excited by the India story today as we have ever been.

YOUNG POPULATION
RISING INCOMES
PREMIUMISATION AND
PENETRATION
DIGITALISATION
FINANCIALISATION
SPECIALISED OUTSOURCING

How does BAY address the opportunity?

We own a concentrated portfolio of high quality businesses and allow them to deliver superior, risk-adjusted, compounding returns over an extended period of time.

These are businesses which have long runways for growth, are judicious capital allocators and have a large and dominant leadership position in the segments that they operate in.

We back Great companies with Great leadership.

OUTSTANDING FRANCHISE
DIGITAL‑FIRST OUTLOOK
IMPECCABLE GOVERNANCE
STRONG GROWTH BIAS
CAPITAL EFFICIENT

Partner with BAY

Our partners are a sophisticated group of investors including university endowments, pension funds, foundations and family offices who subscribe to our investment management strategy, understand the enormity of opportunity in India and have benefited from it whilst partnered with us. Bay is ethical, dedicated and ultimately driven by results. As such, we develop long term, trusted relationships with our partners that stand the test of time.

Partner with Bay.