About The Company

Counter-Cyclical Investments is Portfolio Management Service Provider, registered with SEBI vide Registration number IPN000006554
We invest in small companies to generate big returns.
Our expertise lies in spotting, evaluating & investing in promising small capitalization companies.
Our experience has shown that a diversified portfolio of such small caps, with strong growth prospects, honest & competent management, bought at a significant discount to intrinsic value, held patiently & tracked constantly for changes in business fundamentals, generates market-beating returns over long periods of time.
Over the years, our team has interacted with hundreds of management/promoters, which has enabled us to develop an in-depth understanding of their business, prospects & corporate governance.
We are probably the only PMS which does not charge any upfront management fee from our investors. We only charge the performance fee after our investors make over 10% returns p.a. on their investment.
Honestly & forthrightness is our policy.

Research Oriented.
Our passion to study new businesses.
Over 50% of our AUM belongs to our promoters.
We don’t follow the ‘Model Portfolio’ approach.
No upfront fixed fee / management charges.
Extremely large coverage universe with over 100 fundamentally sound small caps in our consolidated portfolio.
On the ground research, including visiting remote corners of the country, for AGM’s, plant visit & channel checks.
Our promoters have experience of ~ 15 years in small cap space.

Those who won’t disturb us by calling us for reassurance, everytime the market falls.
Those expecting a reasonable rate of return. (20-25% p.a. – money doubling in 3-4 years). Expect no magic.
Those with patience to hold the amount invested for 3-5 years. Ultimately the business & profits of our investee companies have to grow for us to make money, which takes time.
Those who have a Fixed Deposit attitude towards their equity investments.
Those who think Counter Cyclically – Put more Funds when markets are down & moderate return expectations when markets are high.
Those who understand that Equities are inherently volatile & are not for the faint-hearted.
Those who understand that Equity returns are non-linear. Expect a down year every 5-7 years.
Those who understand the liquidity risk in small caps, especially in times of turbulence.
We have no view on the market & we don’t take cash calls. Please don’t expect us to sell at the top of the market & come on cash & re-deploy the cash at the bottom.
We are not in the education business. We don’t write any news letters detailing the merits of our investee companies. Our time is better utilised in our core research work.