Karthik Sarma

Karthik Sarma founded SRS Investment Management, building it into one of the most concentrated and successful long/short equity funds in the hedge fund industry. SRS focuses on a small number of high-conviction positions in consumer and technology companies, taking both long and short positions based on deep fundamental research. The fund is known for taking large, patient positions in companies where Sarma has developed a view on the long-term business trajectory that differs from consensus. His background in both consumer and technology sector analysis has enabled SRS to generate strong risk-adjusted returns through multiple market cycles. The fund maintains a deliberately small size to preserve the ability to concentrate in high-conviction ideas. This capacity constraint discipline — turning away capital when it would dilute investment quality — has reinforced SRS's reputation among institutional allocators as a manager with genuine edge rather than a gathering of assets.