About Us
Endurance (3D):
Durability
Most businesses are fragile. We look for models that serve essential customer needs, with clear differentiation, strong returns on capital, solid incremental shares, and structural tailwinds. Few businesses improve in quality with scale and time
Discipline
Execution is hard. We seek operating models and cultures grounded in customer-centricity, empowerment, high standards, rapid learning, and resource rigor. Execution rarely scales without deliberate choices.
Depth
The bottleneck is at the top. We seek "owners" who embody dualities—seek hard problems yet simplify, ambitious yet prudent, idealistic yet practical, thrifty yet generous. They're owner-operators who build institutions. Depth is underappreciated.
Our Approach
Focus
Long Arc is a long-only, value investor in Indian public equities.
We seek to own enduring businesses led by thoughtful leaders, acquired at fair prices.
To us, the path to superior long-term returns begins with capital preservation. We manage risk through disciplined elimination, price discipline, and prudent diversification.
Conviction
At our core is deep research, practiced with the mindset of a business owner.
Our Endurance framework (3Ds) guides an iterative process: we first focus on methodical elimination. Then we continuously high-grade our conviction on endurance—drawing in both cases on data analysis, targeted fieldwork, and trusted networks. Through a mosaic of evidence, we form a thesis on moated profit pools and underlying drivers, risks and decisions.
We are bottom-up investors with an initial focus on Financials, Technology, Industrials, and Consumer.
Aligned Partnership
Long Arc is designed as a partnership with select investors, not a business—with skin in the game, and a counter-positioned structure to patiently capitalize on market volatility.
Why "Long Arc"?
Long Arc draws its name from Martin Luther King’s words:
“The moral arc of history is long, but it bends toward justice.”
Progress is messy, takes time and yet prevails.
So too in investing: an infinite canvas for truth seeking—with values as our compass guiding us to endurance.
Arc of Progress
Human ingenuity drives progress, yet all good things—prosperity, learning, justice—take time.
Arc of Value
As value investors, we seek businesses at the frontiers of progress that are occasionally undervalued.
Arc of Endurance
Enduring businesses blend value and values to drive decadal compounding that benefits their ecosystem and society at large.
Founder
Varun is the Founder of Long Arc and brings nearly a decade of experience in long-term, public market investing.
Prior to Long Arc, Varun consulted for TenCore Partners, a New York–based global investor focused on exceptional businesses. He also worked with Catamaran, the family office of Infosys founder N.R. Narayana Murthy. Earlier, he was with McKinsey & Co (Singapore) and Ernst & Young (India).
Varun earned his MBA from INSEAD (Dean’s List, top 10%) and is a Chartered Accountant (All-India Rank 46, Final).
Founder
Varun is the Founder of Long Arc and brings nearly a decade of experience in long-term, public market investing.
Prior to Long Arc, Varun consulted for TenCore Partners, a New York–based global investor focused on exceptional businesses. He also worked with Catamaran, the family office of Infosys founder N.R. Narayana Murthy. Earlier, he was with McKinsey & Co (Singapore) and Ernst & Young (India).
Varun earned his MBA from INSEAD (Dean’s List, top 10%) and is a Chartered Accountant (All-India Rank 46, Final).
Our Approach
We have one strategy: to own great businesses in India.
We seek out enduring businesses led by what we call oceanic leaders—deep thinkers who are also exceptional doers. We find these rare companies through deep research, building our conviction piece by piece. This mosaic of insight is formed through fieldwork, data benchmarking, our networks.
We evaluate opportunities through our “3D” framework:
Durability: In the customer proposition, business model and its growth tailwinds.
Discipline: In the execution and resource allocation.
Depth: In the thinking of the leadership and the institution.
Our bottom-up search is currently focused on Financials, Technology, Industrials, and Consumer.
Why Long Arc?
The name Long Arc reflects how we see the world:
Arc of Progress: real progress—in justice, prosperity, health.—takes time.
Arc of Value: as value investors, we seek progress that is mispriced or undervalued.
Arc of Endurance: business value that endures is rooted in values.
Founder
Varun is the Founder of Long Arc and brings nearly a decade of experience in long-term public market investing.
Prior to Long Arc, Varun consulted for TenCore Partners, a New York–based global investor focused on exceptional businesses. He also worked with Catamaran, the family office of Infosys founder N.R. Narayana Murthy. Earlier, he was with McKinsey & Co (Singapore) and Ernst & Young (India).
Varun earned his MBA from INSEAD (Dean’s List, top 10%) and is a Chartered Accountant (All-India Rank 46, Final).