It is rightly said that journey of a thousand miles begins with a single step. Every large cap company today was a microcap a decade or few decades ago with the ambition of becoming a larger cap company.

As India moves towards its $10trn GDP journey, we strive to identify companies and promoters who have the ambition, skill set and the process to grow larger in size in a sustained and profitable manner.

We identify sectors and segments which will grow much faster than the economy due to multiple tailwinds. We then evaluate the companies with best jockey, infrastructure and execution capabilities available at reasonable valuations. Once invested, we like to participate in the company’s higher market cap journey.