Inspired by new opportunities. Guided by intellectual honesty.
What We Do
ABOUT US
DSJ GLOBAL INVESTORS was founded by Mr. Dhawan Punukollu in 2024
We embrace the value investment principles of Warren Buffett and Charles Munger. We aim to achieve superior returns by being long-term owners of high quality companies with substantial “economic moat”, and great growth potential, and run by trustworthy people.
Investment Philosophy
“In making investments, we have always believed that you must act with discipline whenever you see something you truly like. To explain this philosophy, Buffett/Munger likes to use a baseball analogy that I find particularly illuminating, though I myself am not at all a baseball expert. Ted Williams is the only baseball player who had a 400 single-season hitting record in the last seven decades. In the Science of Hitting, he explained his technique. He divided the strike zone into seventy-seven cells, each representing the size of a baseball. He would insist on swinging only at balls in his ‘best’ cells, even at the risk of striking out, because reaching for the ‘worst’ spots would seriously reduce his chances of success.
As a securities investor, you can watch all sorts of business propositions in the form of security prices thrown at you all the time. For the most part, you don’t have to do anything other than be amused. Once in a while, you will find a ‘fat pitch’ that is slow, straight, and right in the middle of your sweet spot. Then you swing hard. This way, no matter what natural ability you start with, you will substantially increase your hitting average. One common problem for investors is that they tend to swing too often. This is true for both individuals and for professional investors operating under institutional imperatives, one version of which drove me out of the conventional long/short hedge fund operation. However, the opposite problem is equally harmful to long-term results: You discover a ‘fat pitch’ but are unable to swing with the full weight of your capital.”
—Dhawan Punukollu
We are business owners...
TEAM
Dhawan Punukollu is the Founder and Chief Investment Officer of DSJ Global Investors, a value investing firm he has led since 2024. With over 15 years of equity investment experience, Dhawan specializes in value and growth investing. Born in India, he now resides in Singapore, where he manages the firm’s new compounding fund.
Sangeetha Punukollu is the Chief Investment Risk Officer at DSJ Global Investors. Born in India and now residing in Singapore, Sangeetha plays a vital role in managing and mitigating the risks associated with investment activities. She serves as the primary advisor to the CIO and the investment committee on all risk-related matters.
Jenith Punukollu is a securities research analyst at DSJ Global Investors. Born in India and now residing in Singapore, Jenith began his investment journey at the age of 11. He consistently selects high-quality companies with significant economic moats, excellent growth potential, and trustworthy leadership.
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EBOOKS
These are self-published books that share the investment principles, mental models, and systematic strategies used by some of the world’s best investors, drawn from their annual memos and shareholder letters. Please click the image to download the copy!
