The core objective of Motilal Oswal’s Founders Strategy (across SOP IV, IFSC Trust, and PMS) is to deliver long-term capital appreciation by investing in high-quality, founder-led companies that exhibit strong earnings growth potential, capital efficiency, and scalable business models.

Founders strategy is designed for HNIs and global investors looking to capitalize on India’s entrepreneurial energy and consumption boom, with a focus on value creation through focused stock picking.

Motilal Oswal’s Founders Strategy is based on:

✅ Founder-Led Investing

• Focus on companies with 26%+ promoter holding
• Management skin-in-the-game through ESOPs and strong governance
• Founder-run businesses with long-term strategic vision

✅ QGLP Investment Framework

A proprietary framework for high-conviction investing:

• Quality: Strong corporate governance, clean accounting, professional leadership
• Growth: Minimum 15% ROCE and consistent profit expansion
• Longevity: Business sustainability over multiple economic cycles
• Price: Attractive entry valuations

✅ Portfolio Construction

• Max 35 stocks for high-conviction, concentrated alpha generation
• Sector capping and position sizing for risk-adjusted returns
• Exposure across Large Cap (~20%), Mid Cap (~18%), and Small Cap (~10%)

Motilal Oswal follows its proprietary QGLP investment framework, which evaluates companies based on Quality of business, Growth visibility, Longevity of competitive edge, and Price of entry. This disciplined model ensures a fundamentally sound, high-growth equity portfolio.

Key filters include:

• Stocks from the top 500 listed universe (market cap ₹5,000 Cr+)
• Minimum 26% promoter holding or significant ESOPs for leadership
• Proven profitability with PBT of ₹100 Cr+ and 15%+ ROCE
• Companies with 3–5 years of 3%+ excess earnings growth over benchmark

Additionally, the framework incorporates:

• Capital efficiency filters
• Strong corporate governance practices
• Succession planning and future scalability
• Upto 20% leeway to invest outside the defined criteria for tactical alpha generation

This robust and scalable framework helps Motilal Oswal deliver sustainable long-term capital appreciation, making it a top choice for HNI investors and global allocators seeking exposure to high-quality Indian equities.