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Premium Access AIF Category II

VALUEQUEST ALTERNATE INVESTMENT TRUST

Distributed through AltPort Experts. Comprehensive fund documentation can be accessed through our research team.
Category AIF Category II
Fund Managers Ravi Dharamshi
Share: f x in w

About Company

ValueQuest Investment Advisors Pvt. Ltd

We take a concentrated portfolio approach to investing, relying on our extensive study and analysis to identify firms with the best fundamentals. As a result, we can continue to benefit from the market fluctuations as long as we believe in the company’s long-term prospects. We offer services to both individuals and corporate clients, offering products like credit, investment banking, real estate etc.

Finally, frequent trading increases costs and lowers total returns, making it more important to find value early on and stay invested even if it goes against popular opinion. We ensure that adequate liquid stocks are maintained to meet any unexpected events and that portfolios are developed based on the client’s profile and risk tolerance.

We ensure that adequate supplies of liquid assets are maintained to face unforeseen events and that client profiles and risk tolerance are considered when building portfolios. However, financial advice offered by valuequest investment advisors will help clients gain a better understanding of how different products can benefit them.

Investment Philosophy

ValueQuest’s investment ethos is centered on the principle of #InvestorsFirst and focuses on long-term wealth creation while avoiding speculation and short-termism.

Their core approach is built on the S.C.A.L.E. Framework, which is designed to identify multi-year "mega-trends" nearing an inflexion point. This framework helps them distill companies that are current or emerging leaders by evaluating them across five dimensions:

  • S (Scalable companies): Focuses on companies with a second-level management team, superior cycle management, and superior capital allocation.

  • C (Competitive advantage): Looks for cost leadership, network effects, intellectual property, and strong brand/distribution.

  • A (Adaptive): Evaluates a company's ability to withstand downturns, build adjacencies, conduct controlled experiments, and maintain sustainability practices.

  • L (Long runway): Considers a large Total Addressable Market (TAM), demographic alignment, favorable industry tailwinds, and multiple growth engines.

  • E (Superior Execution): Requires institutionalized organizations, strong balance sheets/cash flows, and a solid governance structure.

They combine a top-down and bottom-up research approach, leveraging a 35-member research team to maintain a multi-decade legacy of research.

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Section: Fund Leadership
Meet the Fund Managers

Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.

Ravi Dharamshi

Ravi Dharamshi

Ravi Dharamshi have completed his MBA in Finance from MCCallam Business School, US.

 

He has his keen interest in Finance sector and also did his brief internship at Salomon Smith Barney which is a investment division of citigroup.

 

He ahs associated with Indian stock markets for more than 21 years. Before moving to Value Quest  he worked in stock market business, private equity deals and value creation activities.

 

He has great track records in stock picking and has great ability to take bold calls, he has been serving in generating outsized investment returns.

 

In Value quest he currently heads Investment Strategy and Research where he focuses on generating research ideas to maximize investment returns.

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