Investment Management by First Principeles
We value a stock based on the first principles of:
Quality of ownership and Management
Value system and Vision
Business Model and Long-term competitiveness
We don’t believe in superficial constructs like value and growth investing. We go by values and numbers.
Never invest in a company which short-change minority investors or made other financial / governance transgressions
DCF valuation based on estimate of future cash flows over a very long-term
We use maths to analyze past investment data to evaluate and continuously refine investment parameters


