ValueQuest Snapshot
A philosophy of #InvestorFirst has enabled us to outperform MSCI India consistently since inception
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AIFPMS
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~$2.62 BillionAUM
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34 MemberInvestment Team
* AUM includes PMS, AIF and Advisory. Post fees returns as on 31st May 2025. Performance related information is not verified by SEBI. Performance of each investor portfolio may vary from that of other investors and that generated by the Investment Approach across all investors because of 1) the timing of inflows and outflows of funds; and 2) differences in the portfolio composition because of restrictions and other constraints.
It takes 20 years to build a reputation and 5 minutes to ruin it. If you think about that, you’ll do things differently.
We’re #InvestorFirst
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Investor’s Focus -
Absolute Returns
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Making Money
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Long term Horizon
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Cost Conscious
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Investment Manager’s Focus -
Outperforming Benchmark
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Managing Money
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Flavour of the Season
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Disregarding Costs
Adopting a Concentrated Portfolio Approach
- Universe400-500 Companies (based on Quality Filter)
- Focus150-200 Companies (based on Growth Filter)
- Core30-50 Companies (based on Valuation Filter)
- Portfolio8-12 Companies with high growth potential
What goes into Finding the Right Stock
- Rich in possibilities
- High earnings growth
- Longevity
- Predictability
- Sustainability
- Network
- IP
- Regulation
- Brand
- Cost structure
- Switching costs
- Reach
- Replicability
- Multiplicity of growth drivers
- Market adjacencies
- Technology adoption
- Scrupulous
- Competent
- Aligned interests
- Efficient capital allocator
- Future possibilities
- Operating leverage
- S-curve
- Variant perception
- Numbers v/s Narrative
4 Step Research Process
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Connect dotsThematic views based on annual reports, on-ground reports and competitive analysis.
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FilterLook at basic hygiene factors and any deal breakers
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Investigate360-degree approach to understand on-ground situation
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Risk-rewardWhat do we know that market does not?
ValueQuest Secret Sauce
Efficient and scalable growth enablement requires maturity in six key focus areas that can differ from company to company.
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Lack of stable governance, clear hierarchies and transparent decision making processes can lead to major challenges in scaling.
Governance needs to be prepared for scaling and growth.
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Organizational structures and functional operating models, that allow efficient operations while the organization is continuously changing, need to be defined and executed.
Structural requirements for growth need to be defined.
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Technology and IT infrastructure are the backbones of the companies. Outdated technology and IT infrastructure might put business opportunities at risk.
Technology can’t handle upcoming demand.
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Experienced employees and executives need the right skillsets within capability units. Jobs are changing and so are the required skillsets and capabilities.
Shift of required capabilities.
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The company culture has to be adapted to suit the growth activities. Missing change initiatives can lead to frustration and demotivation among employees.
Change of company culture
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Strong partners play a significant role to ensure healthy growth and secure the company’s success. Efficient partner management ensures leveraged scaling results.
Need for efficient partnering
Wealth creation comes with
- Wisdom to see
- Fortitude to hold
- Courage to capitalise
Our record in picking key trends have borne fruit time and again. Being grounded in our research and thought process has helped us identify key trends early, and earned us the reputation of being good stock pickers.
