RESEARCH
Comprehensive analysis of companies,
industry structure, competitive
advantages, financial metrics, growth
opportunities, management quality, and
valuation drivers.
DOCUMENTATION
Each investment would be
backed by detailed
documentation of the inputs that
went into the decision.
CORE WATCHLIST
Continuous evaluation of bottom
– up opportunities that the Fund
could possibly invest in. These
could be across sectors, market
cap and themes.
INVESTMENT
Constructing a portfolio based
on research inputs and
concentrate investments on the
best opportunities (on a 3–5-
year horizon) with an emphasis
on margin of safety at the time
of investment.
RISK MANAGEMENT
Continuous monitoring and
re-valuation of investments.
Maintain a judicious mix to avoid
overconcentration.