Fident aims to generate consistent alpha through concentrated portfolios of 15–30 high-conviction stocks. The objective is long-term capital appreciation by identifying fundamentally strong companies across themes and sectors with favourable risk-reward profiles.

Fident’s equity investing philosophy is anchored in four core pillars designed for sustainable wealth creation:

1. Capital Efficiency
   • Focus on companies with strong competitive moats
   • High Return on Capital Employed (ROCE) and Return on Equity (ROE)
2. Management Competence
   • Evaluate management integrity and operational excellence
   • History of fair treatment to minority shareholders
3. Long Growth Runway
   • Companies operating in sectors with large addressable markets
   • Emphasis on scalable earnings and free cash flow generation
4. Valuation Comfort
   • Reasonable valuations relative to historical averages
   • Emphasis on growth-adjusted value and favorable risk-reward trade-offs

Fident uses the GVA Framework (Growth, Value, and Adjusted Valuation), a proprietary method to assess stocks:

• G – Growth
  Focus on companies with core focus, ownership mindset, and a long-term runway.
• V – Value
  Tactical allocation towards re-rating opportunities using an agile and opportunistic approach.
• A – Adjusted Valuation
  Ensures that investments align with benchmark-relative valuations and market conditions.

GVA Explained:

• High Growth & High Value (30% of portfolio)
• High Growth & Low Value (38%)
• High Value & Low Growth (20%)
• Low Growth & Low Value (13%)