We invest in businesses having high-entry barriers and a strong moat.
Our area of focus is competent management, which makes for efficient capital allocators.
We believe in taking sizable bets for the long-term.
Our long-term investment plan spans 5-7 years, but we also know the right time to exit.
In keeping with our personal code of ethics, We avoid companies dealing in tobacco, alcohol or gambling.
Our Investment Approach
Invest in companies where the opportunity size is huge, competition is limited, Barriers to entry are high and the management is competent & ethical.
Our portfolio normally consists of 10-15 stocks
Our portfolio is a combination of Large, mid and small caps. Large caps provide stability to the portfolio whereas small & mid cap helps us in generating the extra alpha.
In the mid cap space our goal is to invest in under owned companies with huge potential.
We look for segment leaders across industries, with the most possibilities for growth.
We avoid businesses and areas that are commodified or depend on the government.