Prudent Equity is an asset management company that has been serving family offices, HNIs, and retail investors since 2012.
Our professionally certified team brings with it expertise and experience from various investment backgrounds. Our Chief Investing Officer brings with him 27 years of full-time investing experience.
We believe that an intensive & elaborate research effort can generate exceptional investment returns. We recommend securities that meet our strict proprietary investment criteria.
Prudent Equity ACE Fund
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About Fund Manager
Siddharth Oberoi – Founder and Chief Investment Officer (CIO) of Prudent Equity
Siddharth Oberoi is the Founder and Chief Investment Officer (CIO) of Prudent Equity. Siddharth has been a full-time investor since 1996. After gaining extensive experience, Siddharth realized the critical need of having a platform that can fulfil the need and guide people on where and how to invest. This, in turn, led him to establish Prudent Equity in 2012.
With over 27 years of experience, Siddharth has a proven track record of leading, managing, and growing investor’s capital. He possesses extensive experience in the Indian capital markets and wealth management industry. Under his guidance, over the last 11 years, Prudent Equity has been able to deliver outsized returns for its clients.
Fund Snapshot
Investment Philosophy
Prudent Equity follows a bottom-up value investing approach to identify companies trading below their intrinsic value and provide significant upside potential with limited downside risk. Although our core principle remains towards capital protection, our strategy has proved to deliver outsized gains.
Our approach puts emphasis on company specific strengths such as overall financial abilities, management, differentiated products and services.
Some of the key characteristics we look for in an investment are:
1) Capital Allocation – Management demonstrating prudent allocation of capital over the years.
2) Margin of Safety – Buying at a significant discount to intrinsic value.
3) Corporate Governance – Run by ethical management that treats minority at par.
Investments are done in stocks that meet our strict investment criteria. We do not shy away from sitting on cash unless a security meets our proprietary investment criteria.
Unique Feature
Focus towards multiplying capital not specifically multibagger stocks.
To us, long term is a series of several short terms
Our proprietary method to calculate the intrinsic value of a well-studied stock has proven to be highly accurate over several decades of practice.
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