Our Approach

HSB was launched in 2017 to take concentrated positions in deeply undervalued, underfollowed, and unloved businesses that have the potential to meaningfully appreciate over time. Our investment process is characterized by rigorous research, which includes extensive consultations with industry executives, operators, customers and competitors. The Fund’s investment objective is to outperform the S&P 500 index by a wide margin over the long term.


HSB Capital Partners is lead by Haren Bhakta, CFA, who serves as the Managing Partner and Chief Investment Officer. He brings more than 10 years’ experience in the financial services industry. Previously, Haren worked for Morgan Stanley, Merrill Lynch and Prudential Financial. Haren has extensive experience in securities analysis, corporate finance and portfolio management experience.

Reach Out

If you are interested in working with HSB Capital, connect with us.