Counter-Cyclical Investments is a Portfolio Management Service Provider duly registered with SEBI under Registration number INP000006554 since July 2019.
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Fund Snapshot
About Fund Manager
Keshav Garg – Director
He is an alumnus of Fergusson College, Pune, and has over one and a half decades of experience in equity markets. He is well versed and an expert in small-cap companies and has interacted with the management. He always looks at the company’s day-to-day operations.
About Cyclical Investments
- They generally invest in small companies to generate big returns.
- Their team’s expertise lies in not just spotting and evaluating but also investing in promising small capitalization companies.
- Their experience demonstrates that investing in a diversified portfolio of small-cap stocks with strong growth potential, driven by trustworthy management, purchased below their intrinsic value, and held with patience while continually monitoring business fundamentals, generates good returns over extended periods.
- Over the years, their team has interacted with hundreds of management/promoters, which has enabled them to develop profound insights into their business, prospects and commitment to strong corporate governance.
- They might be the only PMS that doesn’t charge any upfront fee. Instead, they only take a performance fee when investors earn more than 10% returns annually on their investments.
- They believe in honesty and transparency.
WHO SHOULD INVEST WITH THEM
- Investors who don’t need frequent reassurance during market falls.
- Those seeking moderate returns ((15-25% CAGR ~ money doubling in 3-5 years).
- Patience is the key, with a minimum investment horizon of 5 years as growth takes time.
- Those willing to invest more when markets are down and adjust return expectations when markets are up.
- Understanding that equity investments are volatile and returns can vary greatly from year to year.
- Knows that market crashes are unpredictable and liquidity risks are higher in small-cap investments.
- Avoiding panic selling during market crashes is crucial, as it can exacerbate losses.
- Accepting that market cycles of boom and bust are normal and losses may occur periodically.
- No market timing or cash calls are provided; investments are deployed promptly based on available opportunities.
- Investors are responsible for market timing decisions; full investment is generally maintained.
- Limited communication focus; no newsletters or relationship managers provided.
- No insurance against market downturns or unforeseen losses.
FAQ
What is Counter-Cyclical Investments' fee structure?
They charge a performance fee only when investors earn more than 10% annual returns.
How does Counter-Cyclical Investments approach portfolio management?
They focus on diversified long-term value investments in small and mid-cap companies.
What is a key requirement for investors considering Counter-Cyclical Investments?
Investors need to have patience with a minimum investment horizon of 5 years.
What sets Counter-Cyclical Investments apart in terms of research?
They conduct thorough on-site research, including traveling to remote areas for firsthand insights.
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