The objective is to invest in compounding stories (companies with tail winds of growth that are focused on disciplined growth around a core business definition, and where success is reflected in an expanding moat and increasing market share and ROE).
Investment Philosophy
• We seek secular compounding at a reasonable price
• Strong process orientation that uses frameworks for company evaluation, ascertaining fair valuation, portfolio construction and risk management.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31 Mar 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
