OUR PHILOSOPHY
We have traditionally always taken a private equity approach toward investing in public markets. Our investment approach is centered around participating in high quality businesses up to a reasonable price and holding the same over an extended period of time. We believe in a bottom-up approach towards stock selection and a top-down approach towards risk mitigation at a portfolio level. We substantially look at under owned small and mid-cap companies with robust scalable businesses, pricing power, cash generation ability and limited equity dilution. Our belief is to take concentrated positions in such companies where the management interests align with our own. We understand that a thriving enterprise requires far more than capital. When we invest in a business, we also invest our teams’ expertise and time.
​
- ​Rikeen Dalal
We believe in...
A bottom-up approach towards stock selection...
We value "economic moat" as it provides a natural hedge to our portfolio
Taking concentrated positions in industries we have expertise in...
We invest in selected businesses that we understand well and that move the needle in terms of portfolio allocation
Discovering the underdogs early...
We like companies that are under-owned or under-covered since it provides the optimal combination of value and growth.
A top-down approach towards risk mitigation at a portfolio level...
We re-align our exposure based on industry dynamics and market sentiment
Size of fish, size of the pond...
We believe in looking at companies where the opportunity size is large and the market is not saturated - leaving enough room for growth.
Leveraging our network to help our portfolio companies grow...
We understand that a thriving enterprise requires far more than capital. When we invest in a business, we also invest our teams’ expertise and time
Favorite Quotes
George Soros
It’s not whether you’re right or wrong, but how much money you make when you’re right and how much you lose when you’re wrong..