Wednesday, July 20, 2022

the basic investment philosophy driving your fund? How different is your approach to pick stocks?

 Investment for us is buying businesses and thus, understanding the business threadbare is our starting point. We are a team of highly qualified & experienced investment professionals that come with a strong equity research background across sectors and cycles. Our understanding of global macro economics and economic cycles along with in-depth understanding of company businesses and financials help us to be generally ahead of the markets. Being early in identifying trends/ themes/ stocks allow us the required margin of safety while investing.

Along with this, the management of the companies where we invest has to be capable and the business should have a sustainable moat. Further, this should result in significant and growing free cash flow generation within our investment horizon.


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