Value Edge
Fund

ValueEdge Fund is our flagship Portfolio Management Service built for investors who value prudence over prediction. It follows a time‑tested, fundamentals‑driven approach designed to preserve capital first and then compound it sensibly across market cycles.

Our Philosophy

Margin of Safety

We buy with a clear valuation cushion so that errors do not become permanent capital loss.

Test Match Temprament

We don’t swing at every ball. We wait for the right delivery—a juicy full toss—and act decisively when odds are in our favour.

Skin in the Game

We co‑invest significant personal capital alongside our clients, ensuring complete alignment.

Merit over Labels

We are market‑cap agnostic and refuse to follow trends blindly. Each business is judged on its own fundamentals and governance.

Process Before Positions

Every potential holding is tracked and researched deeply before we allocate a rupee—business quality, people, numbers, and risks.

Cash is a Position

When opportunities are scarce, we are comfortable holding cash.

Risk is Not Volatility

True risk is the possibility of permanent capital loss.

Focused by Design

We typically own 10–20 high‑conviction businesses—concentrated enough to matter, diversified enough to sleep well.

The Process

Idea Generation

Screens for ROCE/ROE, FCF and balance sheet quality; scuttlebutt with operators, channel partners, and competitors; tracking of regulatory changes and global disruptors.

Deep Work

A strong business has solid unit economics, durable moats, and long reinvestment potential, led by ethical promoters with prudent capital use and clear succession. Financials should show steady cash flow, resilience, and transparency.

Valuation & Expected IRR


Base case, bear case, and surprise case scenarios using cashflow yield, implied IRR, and sanity checks with comparable multiples.

Portfolio Construction

A focused portfolio with 10–15 core compounders and 3–5 opportunistic bets. Positions start small and grow with conviction and execution.

Review & Sell Discipline

Exit when moat weakens, governance deteriorates, or better capital opportunities arise. Sell if valuation implies subpar future returns.

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