Solitaire PMS – iThought’s Flagship Multi-Cap Investment Strategy


Solitaire PMS – iThought’s Flagship Multi-Cap Investment Strategy

KEY PORTFOLIO ATTRIBUTES #

Year of Inception
Number of Stocks
Alpha (1Y)
Beta (1Y)

About ithought PMS

ithoughtPMS is a boutique Portfolio Management Services firm that began its journey in August 2019 with the launch of its flagship strategy, SOLITAIRE. Since then, the firm has expanded its innovative offerings with four more strategies – TRUBLU, VRDDHI, SPHERE, and NIO – each designed to deliver consistent returns through disciplined, research-backed equity investing.
With a sharp focus on value investing, ithoughtPMS aims to generate long-term wealth by investing in well-managed companies with strong fundamentals and attractive valuations. The firm blends moderate risk-taking with consistency, making it an ideal choice for investors seeking sustainable PMS performance.

Portfolio Managers

Shyam Sekhar
Shyam Sekhar Fund Manager

Investment Objective

Solitaire PMS aims to deliver consistent wealth creation through multi-cap investing with a long-term perspective. With over 700+ investors onboard, the strategy has earned a reputation for delivering low-risk and high-return performance via carefully curated equity portfolios.

The objective is to achieve superior risk-adjusted returns by investing in industry leaders from out-of-favor sectors at attractive valuations, powered by bottom-up stock picking and contrarian positioning.

Investment Philosophy

At Solitaire, we believe risk management is return management. The PMS follows a value-oriented, bottom-up investing approach, emphasizing non-consensus stock picking and investing in high-quality companies with strong execution records.

Solitaire identifies leaders in sectors with strong growth metrics and low valuations. It avoids highly leveraged companies and does not participate in IPOs or speculation. The PMS is built for long-term wealth compounding with a few big winners, many optimal performers, and strategic trimming of underperformers.

Philosophy Highlights:

  • Focus on low-risk investing for better long-term results
  • Avoids overexposure and speculative bets
  • Built for patient investors who value sustainable compounding

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Do Not Simply Invest, Make Informed Decisions

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