Fund At a Glance

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Fund Type: Flexi cap

Fund Manager: Sunil Kothari, CA

Investment Horizon: 5-7 years

Core philosophy

•   We think of the client's portfolio as permanent irreplaceable capital and operate with suitable responsibility
•   Long-term fundamental value investing
•   Proprietary idea generation and portfolio construction

Our Investment Approach

•   Identify businesses with improving earnings, acceptable return on capital, clean & competent management and operating in an attractive industry.
•   Look for segment leaders in their respective industries while being Market cap and Sector agnostic.
•   Pay below fair prices in relation to its growth, history and peers. Lower the better.
•   Observe an inclination towards Mid to Small cap companies and often in the neglected and unpopular sectors
•   Construct a diversified portfolio of 20-25 businesses, individually customised.