The Way Forward
Our Proven Approaches to Wealth Creation and Preservation
Identify businesses with improving earnings, high return on capital, clean & competent management and operating in an attractive industry.
Unique Strategic Fund
Fund At a Glance
Flexi cap with a mid to small cap inclination
Growth oriented bottoms up
Fund Type: Flexi cap
Fund Manager: Sunil Kothari, CA
Investment Horizon: 5-7 years
- 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.