Price is what you pay,
value is what you get
Our Investment Philosophy
We believe that wealth preservation is as important as wealth creation and our investment approach follows a similar methodology to deliver superior risk adjusted returns. Our rigorous on the ground research orientation helps us understand the businesses better and helps us take prudent investment decisions for our clients. We also believe that not all great companies are great investments and we will remain focussed on investing in businesses which are relatively undervalued, undiscovered and with long growth potential.
Profitable
Focus on businesses with high incremental return on capital.
Growth
Large size of opportunity and runway for growth.
Longevity
Sustainable competitive advantage over medium to long term.
Value
We look to but businesses which are currently available below their intrinsic value.