Equitree Capital are team of seasoned investors with over 80 years of cumulative experience. They are a long-term value investor capitalising on Compounding Effect & Tax Efficiencies. Equitree Capital has been one of the Top 10 PMS Since 2020 with an ROI of 80%. Equitree Capital focusses on small cap funds that are deep value & high growth potential. Capital Growth Fund has a portfolio hit rate of 85% rate.
Mr. Pawan Bharaddia
Co-Founder of Equitree Capital Growth Fund.
*Data as of June 2024
| Product - AMC | AUM (in Cr.) | Performance | 1Y | 2Y | 3Y | SI |
|---|---|---|---|---|---|---|
|
EQUITREE EMERGING OPPORTUNITIES AMC Name: EQUITREE CAPITAL ADVISORS PRIVATE LIMITED Inc Date: 10/3/17 |
612.01 | Strategy | 38.26 | 61.88 | 36.79 | NA |
| Index | 5.96 | 21.85 | 13.74 | NA |
Past performance may or may not sustain in the future. Investment in the AIF & PMS is subject to market risk, please read all the documents before investing. AIF & PMS Experts India do not guarantee any kind of returns
Here is the investment philosophy of Equitree Capital,
Strategic Business Focus– Equitree Capital invests in businesses and target 25 %-30 % earnings Growth
Valuation Driven Investing– Equitree Capital invests in high growth businesses & uncover missed & hidden opportunities
Management Expertise– Equitree Capital invests in family run companies that have strong management team & leadership
Equitree follows a 5-step process for Equitree Investment Process;
Idea Generation: Running quantitative screeners and networking with industry connects for innovative ideas.
Deep Research: In-depth research covering business fundamentals, financial statement analysis, meetings with management, soft diligence on promoters’ background, plant visits
Portfolio Construction: Start with a 2-3% position & increase on business execution. Diversify with 12-15 Stocks
Continuous Monitoring: Regularly evaluating risk factors: valuation, changes in promoter holdings, exposure limits, liquidity, business and macro developments
Exit Strategy: Reduce position when valuation is inflated or stock exceeds fundamentals to reinvest in better opportunities
Over 350 investors
have invested in
our process
Over ₹500 crores
have been invested using
our process
Trusted by
investors across
10 countries
Over 15,000 investors
use our tools before
deciding to invest
If you have any queries, please contact Mr. Devanshu (AIFPMS VP) at +91 95616 10108 or email us at vikas@aifpms.com
