GUIDING PHILOSOPHY

To us the 2 most important investment rules are:
  1. Strive to never lose money;
  2. Never forget Rule 1!
This adage, made famous by Warren Buffet is our guiding light and we strive to ensure capital preservation.
We believe that if we contain the downside, superior returns will be taken care of by a multitude of options i.e. business/ strategic developments, appreciation of earning power of companies, investor psychology, etc.

INVESTMENT PROCESS

Our Motto: Value Investing

“Value investing is the discipline of buying stocks at a significant discount from their current underlying values. The element of a bargain is the key to the process.”

– Seth Klarman


WHY KOTAK PMS?

  • Amongst the oldest PMS’
    • Over a decade of experience in the Indian capital markets
    • Parentage support from Kotak Mahindra Asset Management Co

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OUR PMS SOLUTION


Special Situations Value Strategy

The portfolio shall essentially target to invest in Value Opportunities and Special Situations in individual stocks and related instruments. The portfolio will be market capitalisation and sector agnostic.

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