Why investors choose us?
Over a 20 year period, we have developed our own proprietary repeatable investment framework: SQGARP ™
Our investment framework
We follow a highly disciplined process of selecting a focused portfolio amongst the 1000s of listed securities in India
Our idea generation process
We are fundamental bottom up investors who avoid leverage and ensure the fund is appropriately balanced across high ROCE sectors
Our portfolio construction
Relentless focus on understanding all risks to the investment thesis along with diligent monitoring of the investment company
Our risk management process
Each investment team member has nearly 25 years of investment experience working with companies of different sizes across sectors
Our Experience
Superior risk-adjusted track-record of investing in the Indian public markets over the last 20 years