A private‑equity approachto listed markets.A private‑equityapproach tolisted markets.
Invest early. Nurture patiently.
How we invest
- Market cap at entry
- ₹1,000 to 5,000 Cr
- Under-researched businesses the market has yet to recognise.
- Stake in each business
- 3 to 5%
- Enough to know management well and bring an outside-in view.
- Holding period
- 5 to 7 years
- Low churn. We hold the way a private-equity owner would.
What we look for
A business we understand
At a high-growth inflection point, bought for long-term value rather than market timing or momentum.
Deep valuation potential
Bought below intrinsic value, often as the first professional investor in the company.
Promoters with a track record
Management with decades of performance across cycles. We avoid untested new-age businesses.
From idea to exit
Find
Screeners and industry networks surface under-researched ideas early.
Research
Financials, management checks and plant visits, done first-hand.
Build
12 to 15 positions, starting at 2 to 3% and growing to 6 to 8% as conviction builds.
Monitor
Channel checks with competitors, vendors and customers; valuations and promoter actions tracked.
Exit
When valuations stretch (PEG above 2), growth slows or governance slips.
How we manage risk
Ground-level insight
A wide industry network for channel checks, business tracking and promoter diligence.
Staggered entry
Small first positions, added to as execution proves out.
Limits at entry
At most 10% in one company and 25% in one sector.
Skin in the game
We invest our own capital alongside yours.
Equitree Capital Advisors Private Limited