The strategy is woven around garnering superior long-term absolute returns by following the market cycles and high growth and quality companies. The fund house looks at companies that have created a competitive moat as well as have high ROCE. The portfolio would be invested across market capitalizations with a mid-cap bias, and would be concentrated across 15 – 20 stocks
Hiren Ved (Co-Founder & Whole-Time Director)
Mr. Ved started his career with KR Choksey, a sell side firm, where he subsequently became the Head of Research. He has over two decades of experience in bottom-up stock picking, managing portfolios where he was able to generate superior alpha consistently. He holds a post- graduate degree in Management Accountancy from ICWAI and Bachelor’s degree in Accounting from the Mumbai University.