There’s always a method to the madness. And we are sticklers for method.
our four step process
gives you the right portfolio mix no matter what stage of wealth management you’re at.
1. Fundamental Analysis
Deeply analyse our pre-defined universe of companies and evaluate them on important parameters like: Industry Structure, Performance over Business Cycles, robust Financials (with a focus on cash flow) & Trustworthy Management.
2. Valuation Approach
We use various valuation approaches like Historical Price Bands, Private Market Valuations and DCF (to be used rarely) to make our investment decisions.
3. Behavioral Analysis
We study long term price trends to help us identify over/under exuberance in the markets, helping us with risk mitigation and taking contrarian view points.
4. Portfolio Construction
Our ideal portfolio would have 15-20 companies where we have pre-assigned weights based on their quality of business & liquidity of the underlying stock. A High-Quality business at an attractive price would get assigned higher weights vis-à-vis other business, where weights would be a dependent on value and earnings visibility.