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.