An All-Weather Investment Approach Managing Cycles with a Growth Orientation.

We view alpha as a function of superior portfolio construction and managing downside. Our capital sits alongside yours.

How we invest
₹1,500 Cr Assets under management
10 Yrs Managing cycles & volatility
100% Privately owned, founder-led
250 Investor families

In Naveen's Words

The thinking behind the firm — directly from the fund manager.

Performance

Growth of ₹1 invested at inception.

We run a single multicap focussed fund, which ensures complete alignment of interest for our clients. We have a fiduciary responsibility to grow our client’s investments in the fund.

APPROACH

Five stages, and each
one can stop an idea.

01

Macro and cycle – where are we, and which sectors benefit?

02

Theme – durable, or cyclical noise?

03

The business – is there a durable edge?

04

Price – what return can this generate from here?

05

The position – how much, and how do we get in?

The full process →

How We Think Through Markets

Research is the product experience. A window into our reasoning — the same thinking that drives portfolio decisions.

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