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 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.
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:
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.
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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