We are long-term investors in a select number of companies that are publicly listed in India. Our approach is to find leadership qualities in companies and attributes that make them exceptional. We do not shy away from taking a contrarian view, as our conviction is based on rigorous fundamental analyses. Our depth of understanding of companies demands deep due diligence and independent assessment of the investment opportunities. We look for companies with a clear strategic focus and direction, led by exceptional management, building businesses with high return on invested capital in attractive industries. We find these opportunities through continuous tracking and monitoring of ideas that meet our investment criteria through our own primary research as well as through external relationships. We invest when our analysis indicates that the risk-adjusted return is strongly in our favour.