Carefully designed basket with "EDGE" framework with detailed fundamental research to select emerging high growth businesses with strong business models across mid and small cap majorly

Objective:

• To invest in consistent performing companies of good quality and aspire to provide attractive outperformance over long periods
• Companies with strong outlook of long term superior growth and RoCE and consistency over volatility

E             D            G            E

This framework is backed by detailed fundamental research and backtested for past 20+ years and outperformed ~80% of the times.

•”E” = Earnings Quality –

• 15% (or higher) operating profit growth and 15% (or higher) ROCE
• High conversion of EBITDA to OCF
• Low leverage(<2x)

•”D” = Deep dive research

• Size of opportunity
• Competitive advantage
• Scalability

•”G” - Governance –

• Accounting quality and forensics
• Capital allocation
• Board composition
• ESG
• Dividend policy

•”E” - Execution –

• Past track record of promise vs delivery

This provides best of two worlds-

High Quality – provides stability

+

High Opportunity – provides growth

Disclaimer: Investing in securities are subject to market risks. Past performance is not an indicator of the future performance. This material should not be construed as a recommendation or solicitation to invest in securities. Investors should independently read the related documents, consider all the risk factors and seek professional, financial, tax and legal advice before investing