We sieve through the listed universe of NIFTY500 along with new listings. This data set is subject to multiple screeners for parameters like growth, profitability, return ratios, price momentum, earnings momentum, valuations, etc. The companies become a part of our investment universe only if they possess the attributes that we are looking for in our investment philosophy.

Since inception, our in-house research team constructs financial models for all companies in our investment universe. Our proprietary financial models provide us with detailed insight into the qualitative and quantitative aspects of the business. Thereafter the research team conducts an in-depth analysis for identifying the key drivers that impact the performance of the company. The team through its experience maintains deep-connect through on-ground research, which is a very important part of the entire process.

Our investment team follows a rigorous investment framework to identify investible ideas. This process enables the team to track short-term and long-term catalysts for these potential investment ideas. This is to ensure the fundamentals of these companies are well aligned to long-term investment objectives with a well-defined potential upside. Our investible ideas are then shortlisted to create a high-quality and high-conviction portfolio. Our team incorporates its best strategies to generate long-term risk-adjusted returns, with this bottom-up approach.

Our research and investment team continuously monitors and evaluates macro and micro developments that impact the earnings of our investee companies. The team regularly interacts with management and various other external stakeholders to determine the outlook for the concerned industry. We remain cognizant of any changes that influence our original investment thesis. The portfolios are continuously monitored to assess, and address risks & exposure limits.