Two teams, one fund.
Institutional governance and operations from Dovetail, with a focused investment team at Eaglewood Capital in Toronto.
The investment team.
Udbhav Puri, CFA
Udbhav is the Founder of Eaglewood and runs the investment process, from signal models to stock selection. He brings over a decade of experience in investment management across North American and Indian markets, specialising in tactical asset allocation and fundamental research with a focus on mid-cap opportunities. He was previously a member of a wealth management team at the Royal Bank of Canada in Toronto, where he helped manage over $200 million for some of the bank’s largest clients. Before RBC, he worked in wealth management in India, and earlier at Gerson Lehrman Group supporting institutional investors with primary research. He holds an MBA from the Schulich School of Business and is a CFA charterholder.
LinkedIn →Vardhini Tapdiya
Vardhini supports the Research Desk’s market signals and company research. She holds a BBA in Finance & Marketing Analytics from Christ University, Bengaluru, and has cleared CFA Level I. Her analytical work includes econometric and statistical techniques applied to topics such as commodity-price behaviour and MSME profitability. Before joining Eaglewood, she published independent investment research on Substack.
LinkedIn →Governance, operations and compliance.
Co-founded by Dev Sampat, Mahesh Shekdar and Vivek Singhania, former senior management of Kotak Mahindra Bank’s custody business. Dovetail group figures are company statements.
