Kodai Capital Management, Lp

Kodai Capital Management, LP is a fundamental equity investment firm established in 2020 by Neville Shah and Joon Park. Kodai employs seasoned industry leaders who utilize a deep fundamental research approach to analyze companies. Kodai’s investment teams leverage insights by understanding idiosyncratic industry drivers, analyzing competitive dynamics, and fostering respectful and insightful dialogue with corporate management teams. Kodai believes in a decentralized but collaborative investment approach by entrusting industry experts with extensive investing experience to deploy capital. The firm invests globally in equity and equity-linked securities with a focus on industries that are driving transformation through technological innovation. Kodai’s mission is to align our goals with those of our investors by finding the efficient frontier between a collaborative culture, platform scalability and optimal risk-adjusted returns.