Fundamental Research is the backbone of our investment ideas. We draw on our decades of experience in stock picking to sift out companies, which have good corporate governance standards, sound balance sheet and good growth prospects. Our focus on companies with high RoIs and low debt levels has paid rich dividends. We continue to invest in companies, which can deliver compounded growth without having to dilute their equity or take on excessive debt.
India is a high interest rate economy. Only businesses which have very high returns on capital employed can deliver consistent high returns to minority shareholders. Our endeavor is to identify such companies, track them and s increase exposure whenever valuations are reasonable.