“ Growth is life”- Dhirubhai Ambani In our first post on “Moats and Competitive Advantages,” we discussed four attributes that we consider while evaluating investment opportunities. This post covers the first point we laid down in our framework – the […]

Over the years as we have searched for investment opportunities, we have noted a few key attributes that each successful investment has displayed. We identified these attributes by searching for a pattern between companies that have created wealth for shareholders […]

Let us start the blog with an interesting experiment. We leave it to you to guess which one is an FMCG company trading at 45 times earnings, and which one is a pharma company trading at 25 times earnings. We […]

Business value determine share price or Share price determines the value In school and college in economics & finance, we learned that asset prices move towards their fundamental value in long term but can a change in asset prices in […]

We often get asked as to why do we have such a high allocation to the healthcare sector compared to other multi-cap funds. We start our argument with a quote from Pat Dorsey, one of the best minds in investing- […]

Date & Time: 06th August 2021, 05:30 PM – 06:30 PM ISTSpeaker:Satwik Jain, Fund Manager- RH Perennial Fund & Executive Chairman- Generational CapitalModerator:Sankalpo Pal-Biz. Development, PMS AIF World Generating consistent returns: Right Horizons Philosophy & Process Generating returns during all cycles of the market has […]

“History doesn’t repeat, it rhymes” After studying global market history over the past 30 years, we have come to one conclusion- Markets reward earnings growth. If you combine those with large addressable markets and economic profits and high reinvestment rates, […]