About Company
Samvitti Capital
Samvitti Capital is a wealth management firm promoted by Mr. Shivaram Kamath, Mr. Athul Kudva and Mr. Prabhakar Kudva. Samvitti is an investment management firm built at the intersection of financial theory and practical experience. They invest on behalf of clients, ranging from HNIs to corporates and family offices, with a commitment to help them generate wealth by filtering out market noise to identify and isolate what matters most. By implementing ideas that stand up to rigorous testing, and focusing on a deep study of businesses, practical insights, and leveraging technology, intuition, and risk management, Samvitti’s expertise is sought by investors to meet their financial challenges.
Investment Philosophy
Samvitti Capital follows a focused, growth-oriented investment philosophy centered on high-conviction ideas and long-term compounding:
- Mid & Small Cap Focus Targets under-researched companies with high growth potential and scalability.
- High-Conviction Portfolio Maintains a concentrated portfolio of select ideas to drive meaningful alpha generation.
- Bottom-Up Stock Selection Investment decisions are driven by deep company-level research rather than macro speculation.
- Growth at Reasonable Price (GARP) Combines strong growth potential with valuation discipline to ensure favorable risk-reward.
- Long-Term Compounding Approach Focus on holding investments over extended periods to benefit from business growth.
- Active Portfolio Management Continuous monitoring and rebalancing based on company performance and market dynamics.
- Risk Management Discipline Emphasis on capital protection through careful stock selection and timely exits.
- Focus on Quality & Governance Preference for companies with strong management, transparency, and sustainable business models.
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Athul Kudva
Athul Kudva, an engineer from the National Institute of Technology, Karnataka, worked briefly at Tata Motors before cofounding Omnesys which developed highly scalable order and risk management software for traders and brokers across the country. Omnesys was acquired by media and information giant Thomson Reuters in 2013. Athul has been a very astute active investor and trader operating in the markets for multiple decades and brings with them more than 25 years of market experience. This market experience combined with technology insights has allowed him to work on building quant systems and tools which are used extensively by Samvitti in its fund management.
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.