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.
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Fund Snapshot
About Fund Manager
Mr. Pawan Bharaddia
Co-Founder of Equitree Capital Growth Fund.
Mr. Pawan Bharaddia spearheads all the investment decisions at Equitree Capital. Mr. Pawan has over 25 years of investing experience in public & private markets & has played a major role in Private Equity Funds & Global Banks.
Mr. Ssuneet Kabra
Co-Founder of Equitree Capital Growth Fund.
Mr. Ssuneet oversees Business Development & Investor Relations at Equitree Capital. Mr. Ssuneet has an experience of over 25 years in financial advisory (Taxation, Auditing & Valuation). He also has a proven entrepreneurial track record across diverse sectors.
Investment Philosophy
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 Investment Process
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
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