Rohan Varavadekar

Rohan Varavadekar is the Managing Partner and Chief Investment Officer at Arvin Capital Management LP, a firm he founded and leads from New York City. In this role, he is responsible for setting overall investment strategy, portfolio construction, and risk management, primarily serving institutional investors and high-net-worth clients.

His investment focus spans U.S. public equities with an emphasis on technology, healthcare, industrials, and consumer sectors, as evidenced by Arvin’s portfolio allocations and recent top holdings, which include companies such as Synopsys Inc, Thermo Fisher Scientific, Pinterest, Danaher Corp, and Amazon.com. Varavadekar actively manages dynamic exposures, incorporating both long and short equity positions, and frequently utilizes options strategies to enhance returns and manage risk.

Previously, Varavadekar served as Partner and Director of Research at Nokota Management, where he led sector teams and investment research, and has been a seed investor and advisor at Arena. He is a graduate of the University of Pennsylvania and has earned a reputation for his deep analytical expertise, sector research leadership, and track record of building concentrated, high-conviction portfolios in U.S. equities.