Strategic

Compelling opportunities. Focused portfolio.

Investment Objective

Aims to deliver returns over the long-term, by taking concentrated stakes in select listed Indian equities

Portfolio Characteristics
  • Concentrated portfolio of around 7 - 10 stocks
  • Aims to deliver absolute returns
  • Seeking an exceptional margin of safety, by focusing on mis-appraised situations
  • Measured risk over the long term
  • Low portfolio turnover
  • Benchmark – BSE 200

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"The average long-term experience in investing is never surprising, but the short term experience is always surprising. We new know to focus not on rate of return, but on the informed management of risk."


-Charles Ellis