Focused on India. Driven by Discipline.
The Strategic Equity Fund is designed for investors seeking concentrated exposure
to India’s long-term growth story, which we believe is structural in nature. The
fund looks for businesses that can compound value sustainably through discipline,
innovation, and resilience.
What We Look For
- India Growth Story – companies that are key beneficiaries of India’s
structural growth drivers such as consumption, urbanization, and financialization.
- Strong Brands & Intellectual Property – businesses with enduring
competitive advantages that invest consistently in research and innovation.
- Efficient & Shareholder-Aligned – companies with high return ratios,
minimal leverage, and managements that protect minority interests.
Mandate-Driven Discipline
- Focus on mispriced opportunities created by short-term market aberrations or
stress points, and building into them with discipline.
- Guided by the G-V-O framework (Growth–Valuation–Ownership) to identify growing
companies, available at reasonable valuations, with low institutional ownership.
- Concentrated portfolios built around high-conviction ideas.
- Conscious avoidance of asset-heavy industries and mature businesses overly
dependent on debt.
This is not just another portfolio — it’s India’s structural growth captured through
discipline and innovation.
Download Full Presentation