IME Digital Disruption PMS

India’s only listed equity strategy to exclusively invest in digital platform businesses. Our stock selection criteria is highly stringent and focused on identifying the expected winners in the space, with dominant franchises & moats, allowing for a concentrated private equity style approach to listed investing.

IME Digital Disruption follows a concentrated approach focused exclusively on listed digitally-native platform businesses, using a tightly defined stock selection and portfolio construction process. The strategy applies a private-equity style approach to listed markets, with returns driven by earnings growth and changes in valuation multiples based on shifts in growth outlook, fundamentals, sentiment and market perception.

IME Digital Disruption focuses on listed digital platform companies with scalable business models, strong network effects and sustainable competitive advantages. The strategy seeks businesses that can convert rapid user and revenue growth into long-term profitability through operating leverage and improved monetisation, generating returns through earnings growth and valuation appreciation.