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

1.  Investors who don’t need frequent reassurance during market falls.
2. Those seeking moderate returns ((15-25% CAGR ~ money doubling in 3-5 years).
3. Patience is the key, with a minimum investment horizon of 5 years as growth takes time.
4. Those willing to invest more when markets are down and adjust return expectations when markets are up.
5. Understanding that equity investments are volatile and returns can vary greatly from year to year.
6. Knows that market crashes are unpredictable and liquidity risks are higher in small-cap investments.
7. Avoiding panic selling during market crashes is crucial, as it can exacerbate losses.
8. Accepting that market cycles of boom and bust are normal and losses may occur periodically.
9. No market timing or cash calls are provided; investments are deployed promptly based on available opportunities.
10. Investors are responsible for market timing decisions; full investment is generally maintained.
11. Limited communication focus; no newsletters or relationship managers provided.
12. No insurance against market downturns or unforeseen losses.