Emerging Moat PMS’sinvestment philosophy is designed to identify superior compounding growth stories which have the ability to deliver regularly rather than in bouts.
Their investment approach keeps us fixated on their goal of picking premium quality businesses while safeguarding the client’s capital. We spot the undiscovered, hidden gems which can sustain a significantly higher Return on the capital employed (RoCE) compared to the Cost of capital (CoC) in the long-run, freeing up the excess cash flow for the business. This phenomenon not only makes these businesses resilient but also sets them a class apart.