Investment Focus

Long Equity: Primarily long strategy, emphasizing value and growth sectors with secular trends.

Research and Analysis: Utilize top-down and bottom-up analysis to identify equities with strong growth potential, solid fundamentals, and compelling valuations.

Procedure Driven: Maintain a systematic, research-driven investment approach.

Circle of Competence: Focus on industries and companies with deep understanding.

Business-Oriented: Prioritize companies with robust business models.

Long-term & Value Investing: Seek undervalued assets with substantial margin of safety.

Contrarian: Be willing to invest against prevailing market sentiment.

Focus Strategy: Concentrate on high-conviction investments.

Behavioral Finance Awareness: Recognize and mitigate emotional and cognitive biases in investment decisions.

Systematic Decision Making: Apply repeatable frameworks and data-driven analysis for consistency and objectivity.

Diversity: Target 10–20 equities diversified across 5–10 sectors and industries.

Weighting: Allocation based on conviction level and liquidity, under predetermined limits.

Focus on Mid & Large-Cap: Companies with minimum market cap of USD 2 billion, and at least 70% of holdings in large-cap stocks.