We are an Investment Management firm that invests in Indian Equity Markets. We are not intermediaries and don’t distribute any other firm’s products.We prefer to invest in compounding stories (companies with tail winds of growth that are focused on disciplined growth around a core business definition, and where success is reflected in an expanding moat and increasing market share and ROE).
However, we believe fund managers should be flexible with other approaches to adapt to changing market conditions. Hence, we also invest in transformational stories.We offer quarterly meetings to discuss our thought process and detailed Investment thesis on our positions.Read our Perspectives or talk to us to understand our thought process and if our approach is right for you.
Please click here to read our Disclosure document.