Deep research and analysis driving our investment decisions and superior returns
From 6000+ companies to 20-25 portfolio businesses through rigorous screening
All actively traded companies in Indian markets
Mcap >1000 Cr, D/E <0.5, Sales growth >15%, ROCE >15%
Real Economy, capital goods, infrastructure, manufacturing, BFSI
Promoter check, factory visits, scuttlebutt, bottom-up research
Monitored for business development, favorable valuations
20-25 high conviction businesses