Investment Philosophy
Old Bridge Capital follows a disciplined, research-intensive investment philosophy centered on identifying early-cycle opportunities and businesses with strong capital efficiency:
- Early-Cycle Investing: Focuses on identifying sectors and companies at the beginning of their growth or turnaround cycles to capture maximum valuation upside.
- Asset-Light & Cash-Rich Focus: Preference for businesses that generate strong free cash flows and maintain low debt levels, ensuring resilience across market cycles.
- Bottom-Up Stock Selection: Investment decisions are driven by deep fundamental research, focusing on company-specific strengths rather than macro-economic trends.
- Benchmark-Agnostic Portfolios: Portfolios are constructed based on conviction in individual stocks rather than mimicking index weights, aiming for significant alpha generation.
- Quality of Earnings: Rigorous assessment of the sustainability and transparency of a company's earnings and its ability to reinvest capital efficiently.
- Concentrated High-Conviction Strategy: Maintains a focused portfolio of 20–25 stocks, ensuring that the best investment ideas have a meaningful impact on performance.
- Long-Term Compounding Horizon: Encourages a patient, 3–5 year investment horizon to allow the underlying business growth to translate into capital appreciation.
- Strict Risk Management: Emphasis on capital preservation through disciplined entry valuations and continuous monitoring of business fundamentals.
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All Cap Strategy
Benchmark: BSE 500 TRI
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Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Old Bridge Capital Management Pvt Ltd
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹1216.87 | 1.22 | 3.75 | 2.35 | 6.01 | 9.94 | 18.93 | 16.67 | 16.68 | 16.12 |
| Benchmark | NA | -0.17 | -2.34 | -5.39 | -0.07 | 4.14 | 13.46 | 13.31 | 12.29 | 13.45 |
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