Identify small efficient businesses run by smart ambitious visionary leaders

Key Attributes

Inception Date: 5 Sep 2013

Number of Stocks: 8 - 15

Fund Manager Name: Mr. Suraj Nair, Founder & CIO

Fund Manager Qualification: BE

Fund Manager Experience: 15 Years. Fund Manager, Head of PMS

Investment Objective

Moat administers and manages a portfolio of shares or equities of a few great Indian businesses that has the ability to become really big by creating a barrier of entry or a niche in the larger space. Aim is to identify small, efficient businesses that have a great competitive advantage run by smart visionary ambitious leaders that can really become the next megatrend in India. Goal is to identify and invest at the early stages of undervalued, un-popular companies, that over time due to their uniqueness, greatness and scarcity of shares has the potential to get over-valued and popular.

Investment Philosophy

Moat is an investment lifestyle, a superlative perspective on creating wealth through ownership in quality and productive businesses in the world’s fastest growing economy. Every equity investment that we make is viewed as if we were buying a piece of that particular business.


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