Papyrus Capital |

Papyrus Capital LP is an alternative investment adviser, founded by Nitin Sacheti in 2015, focused on compounding partner capital.

Papyrus Capital LP is an alternative investment advisor, founded by Nitin K. Sacheti in 2015, focused on compounding partner capital by investing in mis-priced public securities, mostly equities, with an emphasis on intrinsic value generation over time.

WHAT MAKES PAPYRUS CAPITAL UNIQUE

ABSOLUTE RETURN SHORTS

We seek to generate an absolute return across 15-30 broken businesses. Our short exposure is dedicated to alpha rather than market hedges.

UNIQUE RISK-MANAGEMENT APPROACH

We seek to generate an absolute return across 15-20 broken businesses. Our short exposure is dedicated to alpha rather than market hedges.

We believe the most optimal risk management approach is founded upon bottom-up analysis, position sizing, and cash. Our differentiated low gross exposure allows us to play offense during market dislocations.

QUALITY RESEARCH | EMOTIONAL TEMPERAMENT

We seek to generate an absolute return across 15-20 broken businesses. Our short exposure is dedicated to alpha rather than market hedges.

We view the combination of sentiment, technical awareness, and an informational edge through deep research as paramount to differentiating signal from noise.

DISCIPLINED PORTFOLIO CONSTRUCTION

We invest in great owner/managers creating value over the long-run, timely mispriced opportunistic investments, and absolute return shorts.

INTRINSIC VALUE APPROACH

We believe it is more prudent to underwrite and understand free cash flows over the lifecycle of a business, rather than short-term stock price fluctuations.