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- They are research oriented.
- Passionate about discovering new businesses and uncovering their potential.
- 50% of their assets under management come directly from their founders, showing their commitment.
- They don’t follow the ‘Model Portfolio’ approach. Each investment is tailored and unique.
- They have no upfront fixed fee/management charges.
- Their portfolio spans over 100 fundamentally strong small-cap gems.
- They conduct thorough on-site research, traveling to remote areas across the country to gain firsthand insights.
- With over 15 years of experience in the small-cap domain, the founders bring unmatched expertise to the table.
Chanakya Investment Framework
About Company
Counter-Cyclical Investments is a Portfolio Management Service Provider duly registered with SEBI under Registration number INP000006554 since July 2019. They generally invest in small companies to generate big returns. Their team’s expertise lies in not just spotting and evaluating but also investing in promising small capitalization companies. Their experience demonstrates that investing in a diversified portfolio of small-cap stocks with strong growth potential, driven by trustworthy management, purchased below their intrinsic value, and held with patience while continually monitoring business fundamentals, generates good returns over extended periods. Over the years, their team has interacted with hundreds of management/promoters, which has enabled them to develop profound insights into their business, prospects and commitment to strong corporate governance. They might be the only PMS that doesn’t charge any upfront fee. Instead, they only take a performance fee when investors earn more than 10% returns annually on their investments. They believe in honesty and transparency.
Fund Snapshot
Inception Date: 03rd July 2019
Investment Approach: Diversified Long-Term Value
Category: Small & Mid Cap
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About Fund Manager
Keshav Garg – Director
He is an alumnus of Fergusson College, Pune, and has over one and a half decades of experience in equity markets. He is well versed and an expert in small-cap companies and has interacted with the management. He always looks at the company’s day-to-day operations.
Fund’s USP:
WHO SHOULD INVEST WITH THEM
Fund Overview
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