About The Company

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.
OUR USP :

  • 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.

WHO SHOULD INVEST WITH US: 
  • 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.