Our investment process is a fundamental bottom up process with a focus on balance sheet risks and identifying companies with strong and reliable cash flows, in good industries, with strong management teams, at attractive valuations.
Our analytical process is both quantitative and qualitative, based around 4 key factors:
A company is excluded from the long investable universe if there is a negative rating in any of the above categories. Our portfolio consists of a concentrated 15-30 long positions in stocks with the most compelling upside to our valuation, along with selective short positions.
In simple terms, the below diagram illustrates stocks we want to own at Indian Pacific Funds Management: