Philosophy

Philosophy

Cultivating
long-term success

Driven by market cycles, we embrace the Japanese concept of IKIGAI, or ‘reason for being’. Our mission is to safeguard your financial freedom by aligning with your IKIGAI. Our ethos underscores ethical decision-making and the pivotal connection between reputation and sound investments. We prioritise controllable processes to deliver consistent performance for wealth creation.

Ideology

Built on trust

Trust and integrity are paramount in our decision making, particularly in resisting shortcuts. We understand that our reputation hinges on our investment quality. We are dedicated to maintaining these as valuable assets, knowing that compromising them incurs significant costs.

Process

Controlled process,
better outcome

Process is paramount in investing. We focus on controllable elements such as stock selection and temperament, crucial for success in unpredictable markets. Embracing the Management, Business and Valuation (MBV) strategy, our reliable process thrives in diverse market conditions, offering stability in today’s competitive financial landscape.

Portfolio Construction

Quality, potential,
precision

We construct well-diversified portfolios of stocks for our clients, providing greater flexibility to generate alpha while mitigating potential risks. At IKIGAI, our aim is to ensure that each portfolio we build has the inherent ability to withstand sharp drawdowns, avoiding any permanent loss of capital.

While it is important to perform well during an upcycle, it is even more crucial to navigate corrections effectively. There are two schools of thought regarding portfolio construction. One approach is to have a concentrated portfolio, where one invests in a dozen stocks and hold them for long periods of time.

At IKIGAI, we prefer a diversified approach to portfolio construction, which suits our investment temperament. Our ‘Gorilla to King Kong’ strategy involves investing in a diversified basket of 40-60 sector-leading franchises (Gorillas). Some of these will grow into large mega caps (King Kong). This strategy ensures that even if some investments don’t perform as expected, the portfolio as a whole remains resilient and avoids prolonged periods of severe underperformance.

Our investment universe spans across market capitalisations, and our portfolio includes investments in all sectors and industry groups. The firm’s investment philosophy is as follows:

  • Focus on the pedigree of promoters and management teams
  • Embrace a longer-term investment approach
  • Emphasise good corporate governance
  • Apply a bottom-up approach to stock selection
  • Be benchmark independent but benchmark aware
  • Target quality companies at attractive valuations with upside potential
  • Prioritise diversification by both market capitalisation and sector

What Sets Us Apart

Consistent growth, protected investments

Our investment approach prioritises consistency and protection, avoiding the pursuit of isolated yearly greatness. We focus on longevity and sustained results, aiming for slightly above-average performance annually. This strategy aims to create wealth steadily over the long term for our investors.

Seasoned professional team

Supported by a well-qualified team with ~60 years of cumulative experience.

Proven track record

With over two decades of proven performance in public equity funds, we've navigated all market cycles

Entrepreneurial driven

Embracing greater flexibility in investing across new sectors and themes, driven by an entrepreneur-driven economy.

Strategic focus

Prioritising focused investments, leveraging non-consensus perspectives through in-house research and independent thinking.

Culture of trust

By being transparent,honest and ethical in all our dealings with partners and investors.

Reliable Performance

The investment team consistently delivers results across market cycles, ensuring stability and reliability.

Owner’s Manual

Unlock the secrets to optimizing your investments with our comprehensive owner's manual, guiding you towards financial empowerment and prosperity.

SEBI . REG. Details
IKIGAI Asset Holdings Investment Trust is registered with SEBI as a Category III Alternative Investment Fund with effect from March 22, 2024. Registration No. IN/AIF3/23-24/1461

Grow your wealth with us

Ikigai Asset Manager Holdings Pvt. Ltd.
IKIGAI Asset Manager Holdings Pvt. Ltd.
1008, A Wing, Samrudhi Premises Co-op. Society Ltd. (Formerly known as INS Tower),
CTS. No. 4207, Bandra Kurla Complex,
G-Block, Bandra East,
Mumbai - 400051
  • Category III Alternate Investment Fund (AIF)
  • Name of the AIF: IKIGAI Asset Holdings Investment Trust
  • SEBI Registration No. of AIF: IN/AIF3/23-24/1461
  • Name of the Scheme: IKIGAI Emerging Equity Fund
  • Name of the Investment Manager: IKIGAI Asset Manager Holdings Private Limited

© 2024 IKIGAI Asset Manager Holdings Pvt. Ltd. All rights reserved.