ValueQuest
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ValueQuest India Inflexion Fund - AIF CAT III

ValueQuest India Inflexion Fund - AIF CAT III Identifying Growth at
Inflexion Points

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Key Features of the Fund

  • Long only, multi cap, sector agnostic fund

    Type
    Long only, multi cap, sector agnostic fund

  • Focus on companies at the Inflexion point of SCALE change

    Theme
    Focus on companies at the Inflexion point of SCALE change

  • A 15-25 stocks portfolio benchmarked against BSE 500 TRI

    Portfolio
    A 15-25 stocks portfolio benchmarked against BSE 500 TRI

  • GRIP ( Growth at inflexion Points)

    Style
    GRIP ( Growth at inflexion Points)

  • Open-ended<br> Category III AIF

    Category
    Open-ended
    Category III AIF

  • Invest in companies with 3-5 years rolling view

    Horizon
    Invest in companies with 3-5 years rolling view

Fund Manager

Fund Manager Background
LinkedIn

Sameer Shah

Co-Founder & Fund Manager
ValueQuest Investment Advisors Pvt. Ltd.

Portfolio Strategy and Approach

Our investment approach is guided by timeless principles that help us navigate complexity with clarity. These core tenets shape how we discover, act on, and sustain high-conviction ideas across cycles.

Wisdom to See

Companies at the Inflexion Point of Scale Change

Growth curve chart illustrating an inflexion point: a structural shift in a company’s trajectory marked by a reversal in the rate of change over time.
Arrow

The causes of this spark can be of varied nature

Light bulb-shaped word cloud showing causes of inflexion points, including technology disruption, regulatory changes, management change, moving from low to high ROCE, and strategic capital allocation.

Courage to Capitalize

High Conviction. Bold Action.

Inverted triangle diagram showing the fund’s risk-focused investment approach: market cap and sector agnostic selection, focus on risk-adjusted returns, and a stock level limit of 10% at NAV.

Fortitude to Hold

Staying patient through cycles

  • Icon 1

    Long-Term Lens

    3-5 Years Rolling View
    Low churn

  • Icon 2

    Disciplined Positioning

    Ride the winners
    Cut the losers

  • Icon 3

    No Noise Strategy

    No Tactical Plays
    No Short-termism & Momentum

Conviction isn't tested during the buy - it's tested during the hold.

Tree-shaped diagram with three overlapping circles representing Long-Term Lens (3-5 year rolling view, low churn), Disciplined Positioning (ride winners, cut losers), and No Noise Strategy (no tactical plays, no short-termism).

Art of Selling

Knowing when and why to exit

  • 01

    Made a
    mistake

  • 02

    Hypothesis completely played out

  • 03

    Hypothesis playing out;

    but high valuations
    (front-ended returns)

  • 04

    Significantly better opportunity

  • 05

    Bad
    governance

Active Avoidance

Intentionally steering clear of bullets

Diagram of stock quality categories Ugly, Bad, Average, Good and Great, showing that Ugly and Bad stocks are consciously avoided for risk mitigation while the fund aims to participate in transitions from Average to Great.

ValueQuest India Inflexion Fund is a scheme of ValueQuest India Investment Trust, registered with SEBI as a Category III AIF, vide registration number IN/AIF3/24-25/1508 ValueQuest Investment Advisors Private Limited is the Investment Manager and Sponsor of VQ India Inflexion Fund Trustee - Amicorp Trustees (India) Private Limited.