– We value a stock based on the first principles of:

  • Quality of ownership and Management
  • Value system and Vision
  • Business Model and Long-term competitiveness
  • We don’t believe in superficial constructs like value and growth investing. We go by values and numbers.

– Never invest in a company which short-change minority investors or made other financial / governance transgressions


– DCF valuation  based on estimate of future cash flows over a very long-term


– We use maths to analyze past investment data to evaluate and continuously refine investment parameters