Malabar Investments, LLC

Malabar Investments, LLC, established in January 2008, is a registered investment advisor managing approximately $1,158,900,000 of client assets as of December 31, 2024. The firm specializes in managing investments on a discretionary basis for private funds, including Malabar India Fund Ltd., Malabar Select Fund, and others. Malabar Investments charges management fees and incentive allocations based on the positive capital account balance of each limited partner. The firm's investment strategy involves idea generation through a bottom-up and top-down approach, networking, team discussions, and due diligence. Malabar Investments exercises full investment discretion for the funds it manages, with no limitations. The firm's investment team, led by Sumeet Nagar and Akshay Mansukhani, has extensive experience in portfolio management and investment analysis. The firm's code of ethics ensures compliance with all applicable laws and addresses personal securities transactions. Malabar Investments seeks best execution for client transactions and does not have soft dollar arrangements with broker-dealers. The firm reviews client accounts daily and monthly, conducts annual audits, and provides regular reports to clients. Malabar Investments exercises voting discretion for client securities and maintains a proxy-voting policy to maximize the value of fund investments. The firm's team includes experienced professionals with backgrounds in finance, engineering, management, and investment analysis, overseen by a chief compliance officer. Supervision of personnel is conducted by the portfolio manager and the chief compliance officer. For more information, contact Kathryn Beller at (845) 270-9025.