ALTAIS INVESTMENT ADVISORS
Altais Investment Advisors is an investment firm focused on creating significant value for clients and partners through long-term view, strategic innovation and independent thinking. The firm is backed by capital markets and industry experience, expertise and relationships.
We have deep conviction in the long-term growth prospects of India. We believe that despite intermittent challenges, which would crop up time and again (macro headwinds, political uncertainty, market cycles etc.), there are great opportunities to be harnessed through the capital markets.
The investment objective is to deliver superior, risk adjusted total returns through investing in Indian listed companies, both on absolute and relative basis over a 3-5 year period.
Our portfolios are constructed as a combination of high-quality structural growth companies along with opportunistic deep undervalued stocks with a value unlocking catalyst.
We believe in identifying sectoral niches, which are enjoying strong tailwinds in the ongoing economic environment. Mostly, some companies come to dominate this niche sector and show leadership signs in terms of growth, profitability and innovation. Investing early in these companies can provide disproportionate returns, as these companies have strong rerating potential. The Investment team has a successful track record of identifying great businesses early and holding them for the long term.
We try to identify stocks through a bottom up approach, supplemented by a top down validation and contrasted with market perception.
In our experience, identifying good investment ideas is only half the work. It is far more important that how we manage to ride our winner and cut out the losers/ non-performers.
SEBI Registration Number : INA100002701
PartnerVishal has over 14 years of experience spanning equity investing and financial consulting. He has been investing in the Indian equity markets since early 2000’s. He has previously worked with Bharti Airtel and A T Kearney. He earned his MBA from Indian Institute of Foreign Trade (IIFT) and has also completed the MDP at IIM-A.
PartnerSaurabh started his career with Citibank and worked with A T Kearney and Fidelity Investments in India and abroad. Saurabh has been investing in equity markets since 2003. Saurabh is CFA charter holder from CFA Institute (USA) and is also a member of The Institute of Chartered Accountants of India.