The Fund seeks to invest in a portfolio of companies with sustainable, scalable businesses and strong governance practices, led by competent teams with effective execution capabilities. Investments will be selected through a rigorous screening process designed to identify companies that meet criteria such as sustainability, scalability, good governance, growth plans, management execution capability, and reasonable valuations.

​

The Fund aims to deliver consistent returns above the market average and capitalize on the compounding effect by focusing on long-term investments.

​

The Fund will employ both a top-down and bottom-up approach to stock selection, rather than relying on a single method. This dual approach is based on the understanding that different industries are influenced by distinct variables, events, and scenarios. The Investment Managers believe that combining these approaches will offer greater flexibility in decision-making, adapting to the changing structural dynamics of the economy.

​

The Fund will be agnostic with respect to sectors and market capitalization. This flexibility will allow the Investment Managers to remain adaptable in their decision-making and capitalize on emerging opportunities across various market segments.

 

Since the movement of market indices and individual stocks is influenced by numerous factors, perfect timing for entry into a particular stock is unattainable. Acknowledging this, the Fund and its Investment Managers will focus on a thorough analysis and screening process to identify companies that align with the Fund’s criteria. Following investment, the Fund will enter a monitoring phase, involving continuous tracking of key factors that could significantly impact the business fundamentals and growth of the companies in which it has invested.

 

While the Fund prioritizes long-term investments, it will not hesitate to reallocate assets if structural changes in the economy negatively affect any existing investments or if new opportunities with greater return potential arise.