Why Drona
• Well differentiated with focus on small/mid-caps companies under the radar of larger mutual funds
• Low risk enabling long-term capital preservation
• Long-term investment with low churn and minimal trading cost
Investment Philosophy
Typical Drona Investment
Small/Mid Cap
Median market Cap of $ 7 billion.
Sector Agnostics
Well diversified across industries such as retail, service, transportation, construction , healthcare and staffing services.
Significant international exposure
Over 50% of portfolio companies have over 25% business from outside the US
Current Investments
