Niveshaay’s Hedgehog Approach
- Developed our circle of Entrepreneurs
- Research- Based Investing
- Scuttlebutt Approach
Our Philosophy
Think the Entrepreneur Way- The Key Mantra of Investing in Equity Markets.
Stock Selection Approach
- Supply Side Analysis
- Under-penetrated Industries
- Companies recovering from bad-cycle
Broad Allocation Strategy
- Macro Tailwinds in sector
- Operating Leverage Play
- Cyclical Approach
Niveshaay’s Hedgehog Approach
Hedgehogs FOCUS on one thing at a time.
- Developed our circle of Entrepreneurs with whom we interact to gain business insights on various industries.
- Research- Based Investing
- Scuttlebutt Approach
Our Philosophy
Think the Entrepreneur Way- The Key Mantra of Investing in Equity Markets.
Invest where there is low Risk and High Uncertainty. The idea is borrowed from Mr. Mohnish Pabrai, a key value investor and fund manager of Pabrai Funds based in California.
Stock Selection Approach
- Pick and Shovel Strategy : Second Order Thinking
- Supply Side Analysis
- Under-penetrated Industries
- Companies recovering from bad-cycle
Play on peripheral story. Why?
- Niche Market
- Less Disruptive
- Enjoy Competitive Advantage
- Few Players
- Sometimes, less volatility than the finished products
- Financial Statements are better than the finished product companies
Broad Allocation Strategy
- Macro Tailwinds in sector
- Operating Leverage Play
- Cyclical Approach
- Basket Approach
- Growth Company, Emerging Giants
Our Wealth Creation Stories
- Garware Technical Fibres
- Jamna Auto Ltd.
- Rain Industries Ltd
- HLE Glascoat
- Borosil Renewables Ltd.
- Rajratan Global Wire Ltd.
- CDSL