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    • Home
    • Team
      • Core Team
      • Advisory Board
    • Internship
    • Investment Process
    • Blog
    • Disclosures
    • Contact Us
  • Home
  • Team
    • Core Team
    • Advisory Board
  • Internship
  • Investment Process
  • Blog
  • Disclosures
  • Contact Us

Identifying Industry Trends

Identifying Industry Trends

Identifying Industry Trends

Early detection of tail winds can only happen with deep understanding & focus on the Industry as we look to invest in businesses we understand & not just “Stocks”

Due Diligence

Identifying Industry Trends

Identifying Industry Trends

 “Mud on the Boot” strategy emphasizing on-ground research for insights. 

Assessing Valuations

Identifying Industry Trends

Portfolio Constructions

What’s in the price analysis, to help identify valuation dislocation 

Portfolio Constructions

Portfolio Constructions

Portfolio Constructions

 Earnings growth with Free cash generation core to our selection process.

Growth i.e. sustainable (IP driven, high entry barriers) & predictable (identifiable demand / supply drivers. 12-18 stock high conviction concentrated portfolio

Monitor

Portfolio Constructions

Monitor

Constant monitoring to help test investment thesis on track 

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Perpetuity Ventures LLP - LLP Identification No.: AAK-3242

Perpetuity Funds- SEBI Registration No.  IN/AIF3/17-18/0508 


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