The long term investment plan is currently available for Indian markets only (starting for American markets in 2022.)

The idea of this plan is to focus on facts, fundamentals & technicals, ignoring all short-term influencers. We look for businesses with superior capital efficiency, sound & honest management, distinct competitive advantage (“The Moat”), exceptional & consistent long term growth and scalable execution capability.

The time horizon is over 4+ years. We exit only if our regular reviews reveal changed circumstances or if the opportunity unlocks.

We Take advantage of new circumstances created either by major policy shift or by the dynamics of ever-changing global economics.

We are sector neutral & size neutral. If the company has a performance track record & it is continuing to perform, (subject to our proprietary filters & technical analysis), we are willing to take a position in the company. This results in creation of a low risk and highly liquid portfolio with high absorptive capacity & low exit costs.

Each investment decision is based on an analysis for its associated risk first, because Capital Protection is more important than Appreciation.