Key Features of the Fund
-
Type
Long only, multi cap, sector agnostic fund -
Theme
Focus on companies at the Inflexion point of SCALE change -
Portfolio
A 15-25 stocks portfolio benchmarked against BSE 500 TRI -
Style
GRIP ( Growth at inflexion Points) -
Category
Open-ended
Category III AIF -
Horizon
Invest in companies with 3-5 years rolling view
Fund Manager
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
The causes of this spark can be of varied nature
Courage to Capitalize
High Conviction. Bold Action.
Fortitude to Hold
Staying patient through cycles
-
Long-Term Lens
3-5 Years Rolling View
Low churn -
Disciplined Positioning
Ride the winners
Cut the losers -
No Noise Strategy
No Tactical Plays
No Short-termism & Momentum
Conviction isn't tested during the buy - it's tested during the hold.
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
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.