Oberoi Family Office

Oberoi Expeditions Family Office is a private investment entity based in Dubai, established to manage the investment and philanthropic endeavors of the Oberoi Family. The firm operates as a family office, explicitly stating that it does not serve external clients or accept external capital. Its investment strategy is global, channeling funds into various asset classes including venture funds, private equity, and direct investments in both public and private operating entities, as well as real estate ventures. The firm maintains a diverse portfolio that includes nascent and growth-stage startups.

The firm was founded in 2023 by Ankit Oberoi, with a distinct long-term investment philosophy. Oberoi Expeditions emphasizes a 'Buffet mindset' of acquiring businesses with the intention of holding them indefinitely, provided they maintain exceptional quality and management. This approach prioritizes sustained growth over short-term quarterly performance, aiming to provide management-friendly, enduring capital to its portfolio companies.

Oberoi Expeditions is characterized by its high-conviction, concentrated portfolio strategy. The firm conducts in-depth research to identify quality businesses with a significant margin of safety, enabling them to make bold, concentrated investments. Typically, their top four investments account for a substantial portion, ranging from 60% to 80%, of their overall portfolio. This concentrated approach reflects a deep belief in their selected businesses.

The firm adopts a 'Founder Mindset' in its investment decisions, approaching all equity investments with the perspective of an owner. This allows them to envision the business in the same way as its founders or management, often leading them to take contrarian views and remain unperturbed by short-term business challenges. This owner-operator mentality underpins their commitment to long-term value creation.