Investments
Perspective
At present we do not offer any investment advisory or management services. We are in the process of obtaining required regulatory approvals for our upcoming investment management vehicle.
Usually, we act on ideas that we have been tracking for long periods of time & are showing signs of change or are at a critical inflection point. We firmly believe that conviction can not be borrowed but has to be built. And It entail’s a 3-step process.
We closely track a universe of 100-120 ideas based on fixed parameters. Updated, filtered & ranked every year based on;
- Earnings & business quality
- SOC & EOD Filters
- QoQ Screens – Temporary surge or a med to long term earnings breakout
- Valuation score
View From The Top
Side View
Our Investment Checklist
- Forensics, Related Parties
- Management History & Longevity, Background Checks
- Management Bandwidth Priorities, Middle Level Management & Delegation
- De-construct The Business Model & Understand Key Operating Parameters
- Product Profile, R&D, Branding / Marketing, Positioning
- Competitive Scenario & Their Strategies, Profit Pool / Market Share Movements
- Sustainable Growth Highway & Profitable Growth Possibilities
- Business Quality, Global Peers
- Valuation History
- Insights from industry networks, ex employees
- On ground visits
