Trilithon Partners LLP

Trilithon Hidden Gems Scheme


Key Attributes

Fund Name: Trilithon Hidden Gems Scheme

Fund Category: Category III AIF

Sub-Category: Long Only

Structure: Close Ended

Fund Tenure: 4 + 1 + 1 years

Investment Manager: Lotusdew Wealth and Investment Advisors Private Limited

Fund Manager’s Name: Abhishek Banerjee, Prachi Ajay Deuskar, Ajai Achuthan

Fund Manager’s Qualification:

1. Abhishek Banerjee - MBA Finance, BE Comp. Sc., Chartered Alternative Investment Analyst, NISM-Certified (Series-XXI-B: Portfolio Managers Certification Examination).

2. Prachi Ajay Deuskar - MBA IIM-B, CA 1st Rank, PhD NYU Stern.

3. Ajai Achuthan - Chartered Accountant, LLB, CPA.

Fund Manager's Experience:

1. Abhishek Banerjee - Abhishek has over 25 years of experience in fund management. He is a Computer Science Engineer, MBA in Finance from Duke University and a Chartered Alternative Investment Analyst. He was a former fund manager managing 8B USD in a 200B sovereign fund. He started his career at NN Partners (acquired by Goldman Sachs) and worked for Franklin Templeton and Sovereign Fund.

2. Prachi Ajay Deuskar - Prachi has over 20 years of research experience in finance. She is a former finance at the Indian school of Business, India. She is a Chartered Accountant ranked 1st in India, a gold-medalist MBA from IIM Bangalore and has a PhD from NYUStern. Her research on market frictions, investor behaviour, and trading strategies has been published in the top global academic journals.

3. Ajai Achuthan - Ajai has over 20 years of diverse experience in investment banking, regulatory practice and financial management. He is a Chartered Accountant, LLB and CPA. He has helped structure fund raising and advised on takeover bids for Indian corporates. He was one of the youngest partners at Bharucha & Partners where he set up their securities law practice. He has advised on fund setups and implemented transparent structures to protect investor interests. As a CFO, he managed multimillion- dollar budgets, streamlined processes, and developed business operations for improved efficiency

Investment Objective

The Trilithon Hidden Gems Scheme – Category III AIF screens listed microcap and SME companies based on corporate governance, quality of earnings and competitive positioning to identify businesses with strong fundamentals and dominant positioning within the microcap segment. The portfolio comprises a diversified mix of approximately 30 stocks, with allocations across SME and BSE and NSE-listed microcap companies.

Investment Strategy

The investment strategy of the Trilithon Hidden Gems Scheme – Category III AIF targets SME and microcap companies, a segment considered pivotal to India’s economic engine. Applying AI/ML techniques, the Investment Manager first screens over 6,000 companies on corporate governance, followed by an assessment of balance sheet consistency, earnings quality, and the durability of each company’s competitive moat. The portfolio is refined to 35–40 high-quality stocks, focusing on category leaders and businesses with durable competitive positioning, diversified across market capitalisation, trading venues, and industries.

Investment Philosophy

The Trilithon Hidden Gems Scheme – Category III AIF follows a “Screen – Pick – Reap” strategy:

  1. Screen – Score the pedigree of board members, review past shareholder resolutions, and map tax history to calculate a composite corporate governance score, shortlisting approximately 300 companies from a universe of approximately 6,000.
  2. Pick – Select high-quality businesses with the potential to become category leaders or niche market leaders within their industries, based on fundamental research into management strength, governance, competitive positioning, and earnings consistency.
  3. Reap – Seek to benefit from valuation re-rating driven by superior stock selection, combined with the potential for a liquidity-premium uplift as market coverage and trading interest in these businesses develop over time.

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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