Counter Cyclical Investments DIVERSIFIED LONG TERM VALUE
Fund Snapshot
Inception Date: 03rd July 2019
Investment Approach: Diversified Long-Term Value
Category: Small & Mid Cap
Fund’s USP:
- They are research oriented.
- Passionate about discovering new businesses and uncovering their potential.
- 50% of their assets under management come directly from their founders, showing their commitment.
- They don’t follow the ‘Model Portfolio’ approach. Each investment is tailored and unique.
- They have no upfront fixed fee/management charges.
- Their portfolio spans over 100 fundamentally strong small-cap gems.
- They conduct thorough on-site research, traveling to remote areas across the country to gain firsthand insights.
- With over 15 years of experience in the small-cap domain, the founders bring unmatched expertise to the table.
WHO SHOULD INVEST WITH THEM
- Investors who don’t need frequent reassurance during market falls.
- Those seeking moderate returns ((15-25% CAGR ~ money doubling in 3-5 years).
- Patience is the key, with a minimum investment horizon of 5 years as growth takes time.
- Those willing to invest more when markets are down and adjust return expectations when markets are up.
- Understanding that equity investments are volatile and returns can vary greatly from year to year.
- Knows that market crashes are unpredictable and liquidity risks are higher in small-cap investments.
- Avoiding panic selling during market crashes is crucial, as it can exacerbate losses.
- Accepting that market cycles of boom and bust are normal and losses may occur periodically.
- No market timing or cash calls are provided; investments are deployed promptly based on available opportunities.
- Investors are responsible for market timing decisions; full investment is generally maintained.
- Limited communication focus; no newsletters or relationship managers provided.
- No insurance against market downturns or unforeseen losses.
