Investment Philosophy

Long Term

Consistent application of a disciplined fundamental approach to create long term value for our clients

All-Cap

Finding candidates across the capitalization spectrum to maximize the opportunity set

CONCENTRATED
PORTFOLIO

Focused research
leading to a portfolio
of high conviction ideas

Early Cycle

Identifying early cycle investment prospects in companies with high growth potential and reasonable valuations

Independent thinking

Ability to capitalize on opportunities by being contrarian at times, based on our in-house research depth

Investment Philosophy

CONCENTRATED
PORTFOLIO

Focused research
leading to a portfolio
of high conviction ideas+

Long Term

Consistent application of a disciplined fundamental approach to create long term value for our clients

Early Cycle

Identifying early cycle investment prospects in companies with high growth potential and reasonable valuations

Independent thinking

Ability to capitalize on opportunities by being contrarian at times, based on our in-house research depth

All-Cap

Finding candidates across the capitalization spectrum to maximize the opportunity set

Investment Process

Listed Universe

Liquidity | Minimum size | ESG

Acceptability

Long Term Investment Attributes
Management capability | Quantitative factors
Sustainable and Scalable Growth

Investable
Attributes

Management meetings | Network checks

Investment
Candidates

India Map zommed In

The Country

  • A stable democracy with ethnic diversity, favorable economics and a young demographic.
  • Autonomous Judiciary and Central Bank.

The Capital Markets

  • An expansive and deep stock market with wide and multiple opportunities across market capitalisations.

The Economy

  • Primarily a domestic-driven economy, with exports under 20% of GDP.
  • World’s 3rd largest economy by Purchasing Power Parity and 5th largest in nominal GDP.
  • Significant potential for growth from the current $2,000 GDP per capita.
  • On the threshold of the “hockey stick” consumption growth curve.

Long-Term Reasons
to Invest in India

The Country

  • A stable democracy with ethnic diversity, favorable economics and a young demographic.
  • Autonomous Judiciary and Central Bank.
India Map zommed In

The Capital Markets

  • An expansive and deep stock market with wide and multiple opportunities across market capitalisations.

The Economy

  • Primarily a domestic-driven economy, with exports under 20% of GDP.
  • World’s 3rd largest economy by Purchasing Power Parity and 5th largest in nominal GDP.
  • Significant potential for growth from the current $2,000 GDP per capita.
  • On the threshold of the “hockey stick” consumption growth curve.