Portfolio
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How We Think
We study moats, markets, and management. Numbers matter, but industry structure and a clear right to win come first—then the model cross‑checks the thesis.
Three Books, One Philosophy
Distinct mandates; shared discipline.
India Mid & Small Cap
Investing in founder-run businesses that are growing fast and building lasting competitive strengths.
Foreign Equities
Focused on global category leaders with the technology and resilience to thrive for decades.
Large‑Cap Futures
Lower-volatility investments that quietly boost long-term returns.
Case Studies
One‑liners here; depth lives on our blog.
Performance — Foreign Equities
Rebased series with multiple benchmarks; XIRR since inception.
Rebased Performance (Inception = 100)*
XIRR Since Inception in INR Terms**
* Time‑weighted price returns where shown. For illustration only; not an offer or solicitation. ** XIRR uses dated cash flows. INR deprciation adds about 3.5%. *** Cleaning data takes a lot time; we will share India Portoflio soon too!
Interested in Our Approach?
We're always looking for exceptional talent who share our passion for fundamental analysis and long-term thinking.