Helping Our Investors Meet Their Wealth Objectives

Magadh Capital is a Mumbai based fund management firm registered with SEBI( Securities and Exchange Board of India) as a Portfolio Manager , and as a category III Alternative Investment Fund.

The Non-negotiables

Integrity, Knowledge, Simplicity

Our Conventional Style Makes Us Different

Old school investment style may seem boring but history suggests that if it is applied with discipline and patience it can lead to healthy wealth creation

Alignment in Investment Philosophy and Life Philosophy

Application of a mix of top down as well as bottom-up approach to create a portfolio of stocks selected on the basis of fundamental analysis from across sectors and running it in a disciplined manner

Standing on The Giants' Shoulders

Our investing style draws heavily from top practitioners of fundamental style of investing,
from our own experience in the field, and from the masters in the field of behavioral economics

Awareness of Pitfalls

In keeping with our view that markets are inherently risky, we assign high priority to assessing,understanding and optimising risk pertaining to stocks and portfolios - Capital protection is a crucial focus area for us

Our Vision

Based on fundamental equity research and behavioural finance, we aim for long term wealth creation for our investors by delivering healthy and consistent returns in the world class funds that we run with high level of integrity. In this pursuit we intend to keep interests of all stake holders (investors, investment managers, employees and third-party service providers) largely aligned with investors’ interests being the core focus of our business.

Magadh Capital keeps our investors’ interests at the centre of everything that we do.

We invests in Indian listed equity markets based on the conventional style of fundamental-research based investing. The firm has been set up by a professional with rich experience in investment industry and other industries in senior positions, and with a solid academic background.

Magadh Capital’s investors are typically HNI (High Net worth Individuals), family offices, corporates and financial institutions.

The Magadh Connection

The first pan-Indian empire at its peak - sometime in the second century BC - Magadh was a cradle for knowledge in ancient India. It remained the centre of culture and learning in India for almost thousand years starting about 5th century BC. During this period there was rapid progress in politics, economics, literature, religion, and philosophy. While eminent centres of learning like Nalanda and Vikramshila flourished in Magadh, two great religions - Buddhism and Jainism, too were founded there.

Magadh also saw some brilliant developments in the fields of mathematics, astrology, astronomy, warfare and medicine. Large parts of this era were marked by relative peace which was facilitated by the farsightedness of the leaders of the empire who focused on efficient mitigation of external and internal threats.

In our pursuit for excellence in fund management, it also helps us in our attempt to develop the habit of mind which leads to a search for relationships between various facts.


THE BACKBONE

The fund functions on the three broad pillars of -
a) Integrity and transparency - in the entire gamut of the fund management practices as well as in operations, and in the way the fund deals with all its stakeholders. Magadh places a lot of emphasis on keeping the sponsors'/managers' interests aligned with those of its investors.
b) Research and knowledge - are the basic guiding principles for identifying stock ideas, portfolio construction and risk management.
c) Simplicity - is what the fund practices, and adheres to during stock selection, and portfolio management - or for that matter, in everything that it does.

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THE MAGADH DIFFERENCE

Our biggest differentiator versus other investment vehicles is ironically, the fact that we follow the old school, conventional investment style. Our style is based on a combination of bottom up fundamental research based on modern finance theory, analysis of broader strategic imperatives for companies and sectors, and behavioural finance in practice. Our portfolio construction is based on a combination of bottom-up and top-down processes.

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INVESTEMENT Framework

Magadh’s portfolio construction is based on its FACTS boxes validation process which optimizes the risk-reward profile of the portfolio. The stock selection process is an intensive process based on a combination of qualitative as well as quantitative measures.

We follow a conventional, disciplined approach backed by fundamental bottom up research to identify good stocks with moderate risks at fair price. We are keen for contrarian opportunities if we see strength in a company that is being missed by the market for some reversible reasons.
Ours is a blend of growth and value styles.

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RISK MANAGEMENT

We work with the understanding that markets are inherently risky. We see possibility of permanent capital erosion or of poor portfolio returns in the long run as the central risk factor and strive to minimize this risk - as our first goal. The fund does not see stock price dip due to short term volatility as a measure or indicator of risk. Our investment philosophy and style have been shaped by our focus on alleviation of risks in our pursuit for wealth creation for our investors. Our investment process by its nature assists us in identifying key risk factors, in trying to estimate the range of probabilities for various risk factors, and in thinking of impact of the risk factors. At the same time, while we score well on the scale of risk aversion, we are not loss averse over near term especially if we are convinced regarding long term opportunities.

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DISCLAIMER

PMS Registration: INP000007155

AIF Registration: IN/AIF3/16-17/0279

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