Finavenue

Step 1 – Screening

Identify and pick companies based on our stringent criteria and valuation, which helps protect our downside.

• Debt Trigger, Improving Topline & Margins Trigger, Turnarounds, Catalyst hunt
• Price to Book Value, Price to Earnings, Market Cap to Revenue, ROCE
• Evaluate further to ensure it is meeting all or majority of the criteria

Step 2 – Research

Evaluate companies within the sector. Compare them to the top players and evaluate the upside they can offer

• Extensive fundamental research through annual reports, calls, exchange filings, presentation, peer analysis, forensic checks

Step 3 – Risk & Reward

Understand the management’s vision, business practices, and processes. Establish risk-reward analysis to remain within our risk appetite

• Meetings with the management
• Deep industry and financial modeling risk analysis

Step 4 – Invest

Construct the portfolio by considering (1) Diversification, (2) Liquidity, (3) Growth at reasonable prices, and (4) Active Monitoring and Rebalancing

• Deploy 
• Diversify

Finavenue Edge

Our Values

Growth

We actively seek companies with the potential for sustained high growth rates, ensuring robust and long-term investment opportunities.

Value

We identify undervalued investments through a thorough analysis of earnings, cash flow, assets, and growth potential, uncovering hidden opportunities.

Management Integrity

The trust, credibility, and reputation of our promoters instill these same values within our organization, fostering a culture of integrity and reliability.

Technical Edge

Strategic Churning

By continuously monitoring industry cycles, we make informed investment decisions across various sectors, optimizing our portfolio for superior returns.

Structure & Triggers

Our investment strategy focuses on market structure, earnings growth, and valuation triggers, allowing us to capitalize on key opportunities and maximize value for our investors.

Risk Management & Mitigation

• Fundamental Analysis 
• Diversification
• Risk-Adjusted Returns
• Antithesis Strategy

Value Investing: The Zeroth Law of Investing

We firmly believe that consistent wealth creation is rooted in the timeless principle of value investing.  Our approach is grounded in the pursuit of assets trading below their intrinsic worth, allowing us to uncover hidden gems where true value is yet to be recognized.

Long Term Focus

In a market inundated with short-term fluctuations and noise, we maintain an unwavering focus on the long term. 

By prioritizing the underlying fundamentals of investments, we seek to capture the compounding returns that unfold over time, shielding our clients from the distractions of market volatility.

Structure Beats Activity

We subscribe to the belief that structure trumps activity in intelligent investing.

Our strategy revolves around consistently identifying opportunities where low implied expectations prevail, enabling us to position ourselves for positive surprises and enduring value creation.