Rosevine Capital (“Rosevine”) was founded in 2017 by Abhinav Shah and is an independent investment advisory firm based in London. Rosevine invests in a concentrated portfolio of liquid large and mid-cap equities, selected primarily from companies listed in developed markets, with the aim of delivering superior investment returns and compounding investor’s capital over the long term.
In pursuit of this aim, Rosevine employs a value-oriented investment strategy based on rigorous fundamental research to support stock selection. In addition, Rosevine opportunistically invests in special situations where it is anticipated that an identifiable catalyst will unlock shareholder value.
Rosevine is a value-oriented investor employing a fundamental, research-intensive approach to stock selection with a long-term investment horizon. Stocks will be selected primarily from an investment universe of liquid large and mid-cap equities listed in developed markets.
Within this universe, Rosevine will seek to identify and invest in high quality businesses with a wide economic moat and long growth runway that also have a track record of significant cashflow generation and delivering high returns on invested capital which we anticipate can be sustained over the medium and long term. Importantly, we will only invest in businesses where the valuation is considered to be attractive and where we believe that such an investment offers material upside.
The Fund will typically be invested in a concentrated portfolio of between 20 to 30 companies. We believe that the combination of these factors is essential to delivering superior long-term investment performance.
Abhinav (“Ab”) Shah founded Rosevine Capital in 2017. He is the investment adviser for the firm’s global equity fund.
Prior to founding Rosevine, Ab worked at Barclays for 13 years, where he was a Managing Director ultimately responsible for a proprietary investing, lending and trading business operating across both public and private equity and fixed income markets in EMEA. During his time at Barclays, Ab also worked in New York where he gained significant exposure to US equity and fixed income markets.
Prior to joining Barclays, Ab worked at Société Générale. Ab began his career at Arthur Andersen where he qualified as a Chartered Accountant. Ab holds the Investment Management Certificate, has passed CFA Level II and graduated from Bristol University with a degree in Economics and Politics.
Nick Greenwood is an investment analyst at Rosevine Capital, with a particular focus on special situations and event/catalyst-driven ideas.
Since 2013, Nick has worked in the hedge fund sector, running European equity trading strategies for private capital with a successful track record year on year.
Nick began his career at Barclays Capital in 2007, where he ran a variety of event-driven equity strategies in both European and US equity markets. Nick graduated from Gonville & Caius College, Cambridge University with a 1st class Masters degree in Mathematics.