Thorough, deep & rigorous
Screens on screens
Research
Immersion
Selection criteria
Monitoring
Selection Criteria
Multibagger approach
Look for companies with high growth potential, in high growth industries or those with moats.
Enter when the valuations are low or fairly reasonable
Look out for criticality to stakeholder
We like companies which are for a stakeholder which comes from either becoming an essential brand or providing an essential product.
Select intelligent fanatics
Promoters with skin in the game, have a track record of good performance & those that walk the talk
Pursue those with low debt
Invest in companies with no or low debt or good track record of leveraging down
Invest at reasonable valuations
Invest in companies which have low valuations and high potential to grow.
Do not overpay
Seek the "spike"
We look for the “McKinsey Spike” – one thing in the track record of the company’s performance that makes it stand-out.
