Our goal is to create wealth for our clients over the long run. In order to do so, we are guided by our investment principles which help us identify value stocks for our portfolio.
How do we do it?
Segregate the stock universe into different industry groups based on their businesses
Run screeners based on various performance indicators to identify Companies within particular industry groups which are underpriced
Select company within the industry which has strong competitive moats and good growth potential
Read annual reports of the selected company to deeply understand the business
Analyze the financial statements to evaluate the soundness of the business and management
Read annual reports of the competitors to better understand the industry
Compare and analyze the business fundamentals and financial performance of the Company versus its competitors
Gather and analyze any additional information about the Company from news, business journals, management interviews and industry reports
Interact with various stakeholder of the Company including but not limited to customers, suppliers, dealers, contractors competitors and management to get their perspective and future prospects
Continuously monitor and gather more information about the Company from Quarterly Reports and Annual General Meetings
Evaluate valuation levels of the company and sector in the prior periods to understand whether current prices are attractive.
Run checklists to identify the soundness of the business
Only those stocks which fulfill all the above mentioned criteria make it to the final portfolio list.
Based on the investment process, we generate comprehensive Investment Reports, which is used by the Investment Management team for investment or to make recommendations to clients.