JOINDRE VALUE FUND
53.32 CR AUM
JOINDRE VALUE FUND
53.32 CR AUM

anil mutha
Purpose
Joindre Value Fund follows a value investing philosophy focused on sensible investing in sensitive market conditions by identifying companies trading below intrinsic value with strong fundamentals and long term business potential. The strategy emphasises value hunting where investment is considered only when the value determined is higher than the current market valuation with a margin of safety of at least fifteen percent. Stock selection follows a bottom up approach with detailed financial modelling and analysis while evaluating management track record, corporate governance standards and the ability of management to create shareholder wealth. The investment framework emphasises companies with capital efficiency, scalability, competitive advantage and high moral values while preferring businesses that generate sustainable profit and cash flow rather than focusing solely on revenue growth. The portfolio follows a long term investment horizon with low churn where selling decisions are made only when justified by market conditions or valuation changes. The investment universe is filtered through ideation, financial modelling and research analysis before being aligned with the investment philosophy to construct the portfolio. The strategy typically results in a concentrated portfolio of approximately fifteen to twenty stocks derived from a broader research universe of forty to fifty companies. Sector agnostic and market cap agnostic.
Investment Approach v/s Benchmark Metrics
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
Investment Approach v/s Benchmark Performance
Unlock all metrics
Login to see the live performance and return
