The concept invests into Indian entrepreneurs with adequate skin in the game who have demonstrated high standards of governance, vision, execution, wisdom, capital allocation and capital distribution skills. They run businesses that are amongst the highest long-term earnings growth.
Size of the opportunity
- Size of the pond vs size of fish
- Dominance, Resilience & Liquidity
- Quantum, Consistency & durability
- Predating (Early vs Later)
- Compounding Power
Quality of Business
- High Quality of businesses (superior ROCE)
- Strong Moat, Impregnability
- Favorable Price-Value Gap
- Margin of Safety
Prateek Agarwal (Business Head & CIO)
Mr. Prateek Agarwal holds a bachelor’s degree in engineering from Regional Engineering College, Rourkela, Sambalpur University and a postgraduate diploma in management from the Xavier Institute of Management, Bhubaneshwar. He has several years of experience relating to finance and equity management and was previously working as the vice president and head of research at SBI Capital Markets Limited. He has also worked with Bharti AXA Investment Managers Private Limited and ABN AMRO Bank Asset Management (India) Limited.