“Buy quality businesses at reasonable valuations and hold till the company executes.”
We do not categorize our investments into small/mid/large cap stocks. but buy businesses that have a demonstrated superior execution capability in the past, hold promise for the future and are available at cheap enough valuations.
1. Business has a competitive advantage – a moat 2. Consistent high Return on Equity & Return on Capital Employed 3. Low / No Debt 4. Honest Management, sense of stewardship
Our model portfolio typically consists of 8-10 high quality businesses.The average market-capitalization of our model portfolio is Rs 7,000 Cr.
We turn your investments into sustainable wealth.
Candor Investing
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