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 Our Investment Approach

A Disciplined, Research-Driven Methodology

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Competitive Scope and strengthen for a very long term for specific business and firms
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Depth of research and thorough methodology of arriving at our investment decisions
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Hard research-based conviction when the market is yet to discover the true potential of a stock
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Our strong focus on ground research ensures we get a 360-degree view of the company and thereby minimise judgment errors

Step 1: Understanding Organisational & Business Transformations

Ability to identify turnarounds and companies shifting orbits
Understand innovation of products and services through ground research combined with business analysis
Rigorous research process where every company must be observed closely for at least 2 years before investing
We create a very concentrated portfolio, with the top 15 companies comprising 80% of the portfolio, as we invest only after complete clarity and based on assumptions we feel convinced about

Step 2: Stock Selection — Investment Process

We are students of the mind of management. Our focus is on the cash flow of companies — weaving qualitative aspects of business into discounted cash flow valuation.

Our Approach

We do not invest in a company if there is insufficient margin of safety, no matter how ‘great’ it may seem on the outside
We offer our investors a balanced mix of good businesses with quality management and turnaround companies available at great value
Skin in the game — a high percentage of the Chanakya fund managers’ net worth is invested alongside our investors
Easy liquidity — no exit load

Where Our Returns Come From

Depth of research and thorough methodology of arriving at our investment decisions
Hard research-based conviction when the market is yet to discover the true potential of a stock
Our strong focus on ground research ensures we get a 360-degree view of the company and thereby minimise judgment errors
Curious How We Select Stocks for Your Portfolio? Talk to Our Team

Step 3: Portfolio Design — First Principles

We value a stock based on the first principles of:

Quality of ownership and management

Core values drive our vision.
Business model and long-term competitiveness
We never fund unethical companies.
DCF values long-term cash flows.
Math continuously refines investment parameters.

Step 4: Market Timing — Proprietary Algorithm

Our empirical algorithm helps mitigate the challenges of market timing by:

Timing the Investmentswith our proprietary order management
Enhancing our ability to capitalise on market volatility
Ensuring better pricing by investing gradually
Standing the test of time in choppy market conditions

Regulatory Details

SEBI Registered Portfolio Manager · Registration No: INP000006040 · chanakyacapital.in

See How Our Algorithm Handles Market Volatility

FAQ

Frequently Asked Questions 

What is Chanakya Capital's investment methodology?

Our methodology follows four sequential steps: Characters of management, Competitive Scope and strengthen for a very long term for specific business and firms, Depth of research and thorough methodology of arriving at our investment decisions, Hard research-based conviction when the market is yet to discover the true potential of a stock, Our strong focus on ground research ensures we get a 360-degree view of the company and thereby minimise judgment errors

How concentrated is Chanakya Capital's portfolio?

Our portfolio is highly concentrated — the top  14  companies typically comprise 84% of holdings, reflecting our conviction-based approach of investing only after complete clarity.

How does Chanakya Capital identify business transformations before investing?

We combine ground research with business analysis to identify turnarounds and companies shifting orbits, observing each company closely for at least 2 years before investing.

How does Chanakya Capital approach market timing?

We use a proprietary, empirical algorithm that manages order timing, capitalises on market volatility, and ensures better average pricing by investing gradually — an approach designed to stand the test of time in choppy markets.

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