Venture Capital Investor's Portfolio

We try to identify multi-year investment themes (like recycling, renewable energy) etc. We then study the value chain within the theme and try to identify businesses that will not only benefit but continue to maintain competitive advantage.

Once the theme is identified we look for companies which are fundamentally strong and led by superior management. We follow a top down approach and then once we have identified, we track the quarterly results to make sure that the execution is happening as per the management guidance.

Screening is basis fundamentals like <ul><li>Promoter quality</li><li>Balance sheet strength</li><li>Growth plans</li><li>Execetion capability</li><li>Intelligent capital structure</li></ul>

Weightage is decided basis <ul><li>Mcap of the idea</li><li>Conviction</li><li>Technical momentum in the idea</li></ul>

This smallcase will be rebalanced on an as-needed basis

The final screened stocks are then weighted according to the selected asset allocation algorithm

Venture Capital Investor's Portfolio Theme

Invest in high-conviction micro, Small, and midcap stocks supported by multi-year themes. 

Venture Capital Investor's Portfolio Theme

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