Rigorous Process
Our investment process on average takes 2-3 months of intensive research before a company enters our portfolio.
The process is summarised below
Our Research Process
Besides maintaining buy- & sell-side relationships and
tracking news/corporate actions, we leverage the Burman
family’s private business ecosystem to gain an edge on
understanding business fundamentals vs general market
participants.
Our proprietary screening process is based on a 4-pillar
framework which enables us to filter out companies with
strong scalability potential and improving fundamentals.
Along with rigorous analysis of available public
disclosures, peer benchmarking exercises and financial
modelling, we also have a detailed corporate governance
& creative accounting checklist to uncover any accounting
shenanigans or integrity challenges.
We leverage our proprietary QuadLens framework to receive holistic feedback on the company from an exhaustive list of value chain participants.
We focus only on the truly great companies and maintain
a concentrated portfolio to achieve disproportionate
outcomes.
Besides maintaining buy- & sell-side relationships and
tracking news/corporate actions, we leverage the Burman
family’s private business ecosystem to gain an edge on
understanding business fundamentals vs general market
participants.
Our proprietary screening process is based on a 4-pillar
framework which enables us to filter out companies with
strong scalability potential and improving fundamentals.
Along with rigorous analysis of available public
disclosures, peer benchmarking exercises and financial
modelling, we also have a detailed corporate governance
& creative accounting checklist to uncover any accounting
shenanigans or integrity challenges.
We leverage our proprietary QuadLens framework to receive holistic feedback on the company from an exhaustive list of value chain participants.
We focus only on the truly great companies and maintain
a concentrated portfolio to achieve disproportionate
outcomes.
Pre-Investment: QuadLens Diligence Model
In order to verify our investment thesis, we conduct a rigorous due-diligence exercise. We do this by looking at
businesses from 4 different lens covering aspects like business plan, governance, industry dynamics and
company’s product/service feedback. Our proprietary QuadLens Diligence model enables us to generate
valuable, lesser-known insights about the business providing us an information alpha in the market.
Post-investment
Once invested, we track our companies like a hawk leveraging a multitude of publicly available data under 5 key verticals:
Company-specific disclosure and high-frequency data, industry, competition, investors and sell-side analysts.
