Investment Philosophy
Acepro’s investment approach is built on a foundation of fundamental research and a "multidisciplinary" team perspective to achieve long-term wealth maximization:
- Growth at Reasonable Price (GARP): Focuses on identifying businesses with strong revenue and earning growth visibility while ensuring they are acquired at fair or attractive valuations.
- Focus on Small & High-Growth Businesses: Leverages its parent group’s (Sarthi) deep expertise in the SME ecosystem to identify emerging leaders early in their business cycles.
- Safety, Liquidity, and Returns: Operates under the "basic tenets of investment," ensuring that every portfolio maintains a balance between capital protection and wealth generation.
- Fundamental "Deep Dive" Research: Employs a rigorous stock selection process including Porter’s Five Forces analysis and intense scrubbing of corporate governance and reporting quality.
- The "Pendulum" Strategy: Invests in sectors or companies where there is a clear pricing-value mismatch, often taking contra positions in sectors poised for structural turnaround.
- High-Conviction Concentration: Typically maintains focused portfolios (e.g., 12–20 stocks) to ensure that the best research ideas meaningfully contribute to overall alpha.
- Risk Management & Drawdown Policy: Implements a stringent policy to exit positions entirely if there are doubts regarding growth visibility or management integrity.
Promoter Alignment: Preference for businesses with capable management teams and strong internal cash flows that can withstand economic shocks without excessive leverage.
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Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Deepak Sharma
Deepak Sharma is the founder of Acepro Advisors and the Group Managing Director of the Sarthi Group. He has nearly 30 years of experience in financial services, including senior leadership roles at IL&FS and TATAs. Before founding Sarthi/Acepro, he served as the COO of IL&FS Investsmart Limited, where he was also the Principal Officer for PMS. His expertise spans Investment Banking, Private Equity, and Capital Markets. He is a frequent panelist for SME and capital market discussions on national platforms like CNBC and BSE.
Rajesh Kumar
Rajesh Kumar oversees the investment strategies and portfolio management at Acepro. With over nine years of experience in capital markets, investment banking, and business valuation, he specializes in identifying pricing-value mismatches. Prior to his current role, he served as a Research Analyst at firms such as Kotak Securities and Kredent Capital. He holds a B.Com (H) and is a CFA (Domestic) candidate, bringing a data-driven approach to the firm's equity research.
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