Looking through hedge funds’ letters to investors is a useful window into some processes behind their stock picking. In this article, we are going to take a closer look at Motiwala Capital, a small fund managed by Adib Motiwala. Motiwala Capital is a fee-only independent investment management firm based in Irving, Texas. Adib Motiwala, who received his MBA from the University of Texas, started managing separate accounts in 2011.
Currently, Motiwala Capital has around $4 million in assets....
