Strategy

Niveshaay’s Hedgehog Approach

Hedgehogs FOCUS on one thing at a time.

• Developed our circle of Entrepreneurs with whom we interact to gain business insights on various industries.
• Research-based Investing
• Scuttlebutt Approach

Our Philosophy

Think the Entrepreneur Way- The Key Mantra of Investing in Equity Markets.

• Invest where there is low Risk and High Uncertainty. The idea is borrowed from Mr. Mohnish Pabrai, a key value investor and fund manager of Pabrai Funds based in California.

Stock Selection Approach

Strategic methodology for choosing stocks based on market analysis and investment goals.

• Pick and Shovel Strategy : Second Order Thinking
• Supply Side Analysis
• Under-penetrated Industries
• Companies recovering from bad-cycle

Play on peripheral story. Why?

Focusing on peripheral stories in investment insights reveals untapped opportunities that might otherwise go unnoticed.

• Niche Market
• Less Disruptive
• Enjoy Competitive Advantage
• Few Players
• Sometimes, less volatility than the finished products
• Financial Statements are better than the finished product companies

Broad Allocation Strategy

Strategically diversify investments across asset classes to optimize returns while managing risk.

• Macro Tailwinds in sector
• Operating Leverage Play
• Cyclical Approach
• Basket Approach
• Growth Company, Emerging Giants

Our Wealth Creation Stories

Unlocking financial growth through strategic investments, one success story at a time.

• Garware Technical Fibres
• Jamna Auto Ltd
• Rain Industries Ltd
• HLE Glascoat
• Borosil Renewables Ltd
• Rajratan Global Wire Ltd
• CDSL