This smallcase uses a concentrated value approach for meaningful HNI allocation. We focus on a short list of high-quality compounders - durable moats, clean governance, long runways - that are temporarily mispriced. With capital spread across at most 10 holdings, conviction and sizing - not breadth - drive outcomes.

Our philosophy is scuttlebutt and ground-level verification. Beyond reported numbers, we triangulate through management interactions, supplier/distributor and customer calls, competitor mapping, dealer talks, and plant visits when possible. This helps separate narrative from reality, validate unit economics, and cut blind spots before committing capital.

Selection is based on cash-flow quality, reinvestment runway, pricing power and margins, balance-sheet strength, capital allocation, promoter quality, and valuations. We prefer entries during weak sentiment or short-term earnings dips, when quality is available at attractive prices. Risk is managed via clear theses, disciplined position sizing, and predefined exits when facts change.

The portfolio is actively monitored and rebalanced only when fundamentals warrant. It’s intended for investors comfortable with focus and near-term volatility, with a 2+ year horizon so compounding can work.