Our proprietary 3M approach has delivered superior risk-adjusted returns year after year and resulted in various multi-baggers such as Hitachi, Motherson Sumi and Whirlpool over the past 11 years. We invest in companies that have proven management, a strong balance sheet, superior earnings growth and exceptional corporate governance. Our radically resilient strategy is in accordance with this 3M approach of Market Size, Market Share, and Margin of Safety.
Market Size:
Market size determines the size of the opportunity. We prefer companies that are targeting a large market size to generate exponential returns.
Market Share:
We buy companies that are the leaders in their sector as they are the best positioned to navigate the upturn and downturn of the economy.
Margin of Safety:
Price is what you pay. Value is what you get. We buy the companies which are available at reasonable valuations.