Core Investment Pillars
- Business-Centric Investing: They view stock investment as investing in an underlying business rather than just a ticker.
- They prioritize the robustness of the business model and its growth potential.
- Assessment includes direct experience with customers, distributors, and retailers.
- Margin of Safety: This is the "fulcrum" of their decisions.
- They aim to buy assets below their intrinsic value to protect capital.
- Positions often start small and are built steadily on price declines.
- Long-Term Horizon: Wealth creation is viewed as a marathon requiring a minimum horizon of 3 to 5 years.
- They ignore short-term quarterly fluctuations to focus on long-term value accretion.
- Contrarian Approach: JHP often moves against "herd" sentiment.
- They look for under-researched or out-of-favor opportunities, particularly in the mid-cap and small-cap spaces.
Risk Management & Strategy
- Holding Cash: If no attractive opportunities are found, they prefer holding cash rather than risking capital in overvalued markets.
- Capital Protection: Their primary priority is avoiding the permanent loss of capital.
- Skin in the Game: Their Portfolio Management Services (PMS) often mirror the proprietary investments of JHP’s own promoters.
- Customization: Portfolios are tailored to individual client objectives and time horizons.
Organizational Values
- Transparency: Fees and transactions are clearly defined with real-time portfolio access for clients.
- Boutique Service: They maintain a "boutique" approach with direct oversight from top management for every portfolio.
- Scientific Art: They characterize prudent investing as a "scientific art" that requires constant nurturing and deep commitment.
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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.
JHP Securities Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹135.29 | 3.08 | 30.38 | 16.73 | 8.84 | 5.36 | 21.34 | 25.77 | 21.34 | 14.28 |
| Benchmark | NA | 1.53 | 11.73 | -3.97 | -2.93 | 0.45 | 11.29 | 13.94 | 10.87 | 12.47 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
PANKAJ PATEL
Leading the group since 1984, Pankaj Patel has 40 years of experience in the field of advisory, broking and investment management. While he is primarily involved in guiding the company with his vision and investment philosophy, he maintains a keen interest in the progress of every vertical.
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