The strategy is strongly guided by the value investment philosophy, where they adhere to the principles of Benjamin Graham and Warren Buffet, the pioneers of this philosophy. They hunt for companies which have developed a competitive moat over the years, has good governance and hold a margin of safety in their investment by buying the business at a discount to it’s intrinsic value. They are sector specific, i.e., not invest in sectors that they don’t understand and will not deviate from this strategy.
Savi Jain (Co – CIO)
Mr. Jain has 9 years of experience in the asset management industry, more than 6 years of which were in the private equity Industry. In his last role, he was an Associate Director at Tano Capital, a prominent Mumbai based private equity fund that manages more than USD 210 million worth of assets. He served as a Director on the Board of MSH Sarees that owns the popular ethnic wear brand ‘Jashn’. Prior to Tano, he was with Frontline Ventures, another private equity fund. He received a Bachelor’s degree in Industrial Engineering from IIT Kharagpur. He is also a CFA® charter holder.
Amit Mantri (Co – CIO)
Mr. Mantri has 8 years of investing experience across private equity and public markets. In his last role, he was a Vice-President at Hornbill Capital, a Mumbai based hedge fund. Prior to Hornbill, he has been part of the private equity investment team at IDFC Alternatives and Zephyr Peacock, for the latter which he was part of the investment team that completed transactions in the logistics, IT infrastructure services, pharmaceuticals, clean-tech and financial distribution industry. Amit has a Post-Graduate Diploma in Management from IIM Bangalore and a B.Tech in Computer Science and Engineering from IIT Kharagpur. He is also a CFA® charterholder