OUR INVESTMENT PHILOSOPHY
TMV FRAMEWORK
“Opportunities are abundant, but conviction comes from clarity.”
T: TAILWIND
“Everything is sectoral. Nothing is permanent.”
Focus on Sectors with Structural Tailwind
Investment Strategy
M: MANAGEMENT
“Even the best horse won’t win without the right jockey.”
Management is key in Small & MidCap
V: VALUATION
“Buy good businesses at a fair price, not growth at any price.”
