What we do

Our work & research makes a significant positive impact to investment performance (Higher returns with lower risk)

We offer the best quality deep research driven Investment analysis & advice that is truly un-biased, practical, and personalized to match your risk tolerance.

We Manage portfolios of global equity investments with an absolute return target to compound at 26% p.a.+ (and perform much better than any passive broad based stock market index Sensex/Nifty/S&P500), with prudent Risk management , for which we do:

• Stock Screening (based on company fundamentals and valuation) to eliminate “Bad” businesses, and to identify “High Quality" & "Improving" businesses

• Special situations screening (All corporate events & positive changes leading to Value-unlocking)

• Equity Research (Deep bottom-up fundamental equity research, where we study & analyze companies for profitability, growth prospects, competitive advantages, management quality, corporate governance, risks, valuation, triggers). We delve deep into company Annual Reports and speak with company management.

And, We do financial advisory work. We help in all stages of investment decision making:

• Financial planning, Investment Policy, Asset Allocation

• Portfolio creation & Portfolio advisory:  Stock selection, Portfolio review, How to improve returns, How to lower risk, Monitoring, Re-balancing, Helping with buy sell decisions

• Research & Analysis of Specific investments: Risk analysis, Financial analysis, Valuation 

We work with a very broad investment universe which includes companies of all sizes in all industry sectors in all locations (Developed & Emerging countries):

Companies that are Global Leaders/Niches/Transformations benefitting from future long term tailwinds, trends, and market share gains.

We are open to investing in:

• High quality Moated / Transforming businesses

• Special Situations

• High quality income producing Real estate

Goal is to compound long term at 26% p.a.+ without compromising on safety, and in the process, also out-performing stock market indexes by a significant margin (any 3 year/5 year/10 year period)