About Drona
“If you aren’t willing to own a stock for 10 years, don’t even think about owning it for 10 minutes … our ideal holding period is forever.”
— Warren Buffet
Our Story
In the aftermath of the 2008 financial crisis — when markets were unsettled and investor confidence remained low — Roli Saxena saw an opportunity. With 15 years of experience navigating international business across three continents, she recognised that the volatility had created rare openings to acquire stakes in exceptional businesses at compelling valuations.
Drona Advisory Service Limited was established in 2012. The name “Drona” is inspired by Dronacharya, the revered teacher and strategist from ancient Indian tradition. This is a tribute to legendary mentors in the world of investing—most notably Warren Buffett—and reflects our dedication to the principles of value investing and long-term discipline.
From the outset, Drona Capital has been grounded in rigorous analysis, fundamental discipline, and an unwavering focus on identifying high-quality businesses.
Track Record
We invest exclusively in high-quality U.S. businesses and operate as a long-only equity fund. Our fund performance is the outcome of focus: selecting companies with strong fundamentals, applying a patient investment lens, and maintaining alignment with our philosophy regardless of market sentiment.
Building Success
As Chief Investment Advisor, Roli Saxena has been the driving force behind Drona Capital’s investment philosophy. With over a decade of experience refining her ability to analyse companies through both qualitative and quantitative lenses, she has built a resilient, high-conviction portfolio.
Her disciplined approach has enabled Drona Capital to navigate turbulent markets and emerge stronger. By identifying high-quality businesses trading at compelling valuations during periods of uncertainty, Roli has preserved capital while creating rare opportunities for long-term investors to own exceptional companies at attractive prices.
Our Vision
We believe the most reliable way to build enduring wealth is through a deep understanding of value, a long-term mindset, and an unshakeable commitment to quality businesses.
As markets shift, narratives evolve, and styles drift, we remain anchored to the same principles that have defined us from the start:
Risk-averse. Quality-focused. Value-driven. Evidence-led.
Our goal is not to follow trends — it’s to build long-term wealth for those who think in generations.
