Invest in few companies –know them well, understand what matters Conviction enables us to hold through difficult times
Buy and hold strategy Monitor investments closely and harvest when value is realized
Focus on value identification -not on market direction Value lies in the quality of the business, balance sheet and management Value is what you get –price is what you pay…
Bottom-up “private equity approach in public markets” Doing our homework is far more important than keeping on top of markets
The investment process entails evaluation of the company and its management in terms of both quantitative and qualitative attributes.
India Value Portfolio’s investment philosophy is backed by a robust investment framework which is relevant to the investment strategy.
Unlike several managers, ECSPL is a single-strategy firm which makes the team specialised, disciplined and focussed on India Value Portfolio.
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