The fund aims to invest in high-growth, fundamentally strong Indian companies and IPOs that can benefit from India’s long-term structural tailwinds. It is sector and market cap agnostic, with a focus on scalable businesses with strong governance and sustainable competitive advantages.

Clarus follows a quality-first investing philosophy — targeting companies with high return on capital employed (ROCE), strong cash flows, and disciplined capital allocation. The fund emphasizes patience, fundamentals, and risk-reward balance, believing that long-term compounding is the most powerful path to wealth creation.

Clarus’ 4-pillar framework ensures thorough evaluation:

1. Promoter Quality – Ethics, ambition, alignment, and reputation
2. Business Quality – Financial performance, strong cash flows, differentiated offerings
3. Industry Dynamics – Market size, scalability, entry barriers, regulatory risk
4. Risk/Reward – Valuation discipline, liquidity, and growth at a reasonable price

The fund builds a high-conviction portfolio of 15–25 stocks, with a long-term holding horizon of 2–5 years, aiming to combine capital preservation and alpha generation.