Investment Philosophy
Private Equity Approach
TO LISTED MARKETS
PIPE Philosophy
Identify under-researched companies with strong growth potential, driven by deep value and fundamental analysis.
Stake Acquisition
Acquire 3-5% stakes in high-conviction businesses, adding proactive value with a strategic outside-in perspective
Long-Term Horizon
Invest with a 5-7 year horizon and low portfolio churn, following a private equity-style approach to maximize returns.
Our Strategy
Our flagship product
Emerging Opportunities
Our PMS invests in a concentrated portfolio of 12-15 small and micro-cap stocks, launched in 2017.
₹0cr
Assets under management
0%
5 Year CAGR
We invest in businesses we understand well at high-growth inflection points, prioritizing long-term value over market timing or short-term momentum.
As deep value investors, we seek to buy businesses below intrinsic value, often as the first professional investors in these promising, under-the-radar companies.
We back strong promoters with decades of proven performance across market cycles, while steering clear of new-age companies with limited track records.
Why Small/Micro Caps?
SMALL-CAP POTENTIAL
Undiscovered Opportunities
We identify hidden gems in the ₹500-5000 crore market cap range, capturing the discovery premium as the market gradually recognizes their potential.
HISTORICAL TRACK RECORD
Maximizing Wealth Creation
Today's giants were once small caps. Between 2005 and 2025, 112 of the top 250 stocks grew their market caps from ₹2,500 Cr to ₹90,000 Cr.
Our Methodology
1
Idea Generation
Utilize advanced quantitative screeners and leverage industry networks to discover high-alpha investment opportunities.
2
In-Depth Research
Conduct rigorous due diligence, including comprehensive financial analysis, management interactions, background checks, and plant visits.
3
Portfolio Construction
Build a high-conviction, low-turnover portfolio of 12-15 stocks, initiating with 2-3% positions, and increasing as business execution ramps up.
4
Regular Monitoring
Proactively track key risk factors like valuations, promoter actions, liquidity, and macroeconomic shifts to ensure sustainable growth.
5
Defined Exit Strategy
Reduce positions when valuations are overextended or fundamentals decline, redeploying capital into stronger opportunities.
Risk Management Framework
Granular Insights
We leverage a vast industry network for channel checks, business tracking, and thorough promoter due diligence.
Diversification
While maintaining a concentrated portfolio, we limit exposure to a maximum of 10% per company and 25% per sector at entry.
Staggered Investment Approach
We deploy small positions to begin, with the rest invested gradually as execution improves or opportunities arise.
Skin in the Game
We invest alongside our investors, earning performance fees only after 2x return on your portfolio. Your success is our success!
Equitree Capital is a SEBI-registered PMS specializing in deep value, fundamental investing within small and micro-cap businesses.
Regulatory Details
Charter
PMS
Office Address
301, Tree Building 28, Above Mercedes,
Senapati Bepat Road, Raghuvanshi Mills,
Lower Parel, Mumbai - 400013
