Investment Philosophy

"Our investment philosophy revolves around two key aspects: aiming for capital protection and generation of positive, absolute returns.."

Investment Philosophy

Our investment philosophy is grounded in the time-tested principles of identifying growth opportunities, buying them at reasonable prices and being proactive in dealing with macroeconomic changes.

  • Our philosophical inclination is for compounding opportunities that investors can take advantage of, for a superior compounding of their capital. This purpose is intricately linked to:
    • a stringent buying discipline based on intrinsic value derived,
    • vigilant tracking of a predefined universe through investment processes and
    • adopting a proactive approach to recognize trends, themes and triggers in a rapidly evolving macroeconomic scenario
  • We look for companies that have strong fundamentals and are run by efficient and farsighted management. Another necessary requirement is to buy such businesses at what we believe are reasonable valuations.
  • The philosophy is characterized by a focused and disciplined way to long term wealth creation by investing into outstanding and undervalued businesses. Our investing mindset is that of running a marathon over a sprint underscoring our long term focus.
  • The conceptual framework of our investment philosophy is influenced by, and is a blend of two distinct approaches to long-term investment - 'value approach' and 'growth approach'. This blend is best described as GARP (Growth at reasonable prices). To us, the supposed dissonance in growth and value does not exist. In fact, we believe growth is a subset of value. We make buying decisions through a framework that lays due emphasis on growth characteristics while deriving the total intrinsic value of the security.
  • Each security in our investment universe is subjected to analytical rigor to derive its intrinsic value. The intrinsic value acts as the guiding post for our buying and selling decisions at the security level. We aim to buy securities at a discount (margin of safety) to this derived value. The margin of safety required varies across securities depending on our perception of risk quotient inherent in the business and in the security.
  • Being strong believers in the virtues of active management, we review our intrinsic values on an ongoing basis based on changing situations in the macro climate, the individual security or a combination of both. The portfolios are reviewed continually to ensure that they represent the best possible permutation of price-value gaps in our tracked universe. This does not mean high portfolio turnover, but a more involved investment management that ensures a correct reflection of current view in the portfolios and ensures responsiveness.

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"The greatest power is often simple patience."


-EJoseph Cossman

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