We’re #InvestorFirst
-
Investor’s Focus
-
Absolute Returns
-
Making Money
-
Long term Horizon
-
Keeping Costs/Churn Low
-
Investment Manager’s Focus
-
Outperforming Benchmark
-
Managing Money
-
Flavour of the Season
-
Disregarding Costs
Adopting a Concentrated Portfolio Approach
-
Universe500-600 Companies (based on Quality Filter)
-
Focus150-200 Companies (based on Growth Filter)
-
Core30-50 Companies (based on Valuation Filter)
-
Portfolio8-12 Companies with high growth potential
What goes into Finding the Right Stock
4 Step Research Process
-
Connect dots
Thematic views based on annual reports, on-ground reports and competitive analysis.
-
Filter
Look at basic hygiene factors and any deal breakers
-
Investigate
360-degree approach to understand on-ground situation
-
Risk-reward
What do we know that market does not?
Never buy on impulse, hold in hope and sell in panic.
- Kalpraj Dharamshi