Equitree Capital

Equitree follows a 5-step process for Equitree Investment Process;

1. Idea Generation: Running quantitative screeners and networking with industry connects for innovative ideas.

2. Deep Research: In-depth research covering business fundamentals, financial statement analysis, meetings with management, soft diligence on promoters’ background, plant visits

3. Portfolio Construction: Start with a 2-3% position & increase on business execution. Diversify with 12-15 Stocks

4. Continuous Monitoring: Regularly evaluating risk factors: valuation, changes in promoter holdings, exposure limits, liquidity, business and macro developments
5. Exit Strategy: Reduce position when valuation is inflated or stock exceeds fundamentals to reinvest in better opportunities

Early Identification- Equitree Capital leverage industry screeners to identify promising investment opportunities prior any media coverage

Valuation Focus– Equitree Capital focuses over short term trends, minimising portfolio turnover

360 Degree Research– Equitree Capital does a thorough due diligence, including the on-ground
research of the business & continuously monitor the entire value chain

Long Term Approach– Equitree Capital makes high conviction bets in a concentrated portfolio

Proactive Value Enhancement– Equitree Capital provides strategic advice to portfolio management companies for long term value

Client Centric Focus- Equitree only charge performance fees on profits 3-5 years

Informed Insights- Strong industry network for monitoring business developments and regular channel checks on business

Diversification- Maximum allocation: 10% in a single company, 25% in a single sector

Capital Preservation- Emphasizing downside protection over potential upside gains; staying within our circle of competence

Promoter Diligence- Deep assessment of promoters, including pedigree, reference checks, pledge evaluation and governance scrutiny

Staggered Investment Approach- Utilizing Rupee Cost Averaging to reduce volatility and strategically allocating cash for significant opportunities