Investment Philosophy

Our approach is to identify companies which have a strong business model, some sort of competitive advantage and the ability to grow by gaining market share and delivering superior returns on capital employed.

Investment Criteria

Investment Process

Idea Generation

Analyst Research
Company meetings
Industry Conferences
Track Corporate Announcements for Special Situations
Govt policy announcements
Global patterns replicable in India

Fundamental Research

Business Model Analysis
Management Analysis
Financial Statement Analysis
Channel Checks & Scuttlebutt

Valuation Analysis

Relative Valuation like P/B, P/E & EV/EBITDA
Free Cash Flow
Discount to Intrinsic Value

Portfolio Construction

Concentrated Portfolio of 10-15 stocks
Weightages defined as per conviction
Rebalancing done to optimise risk and return