Thomas Joseph Priju

KCA employs a disciplined, bottom-up, fundamental and primary research process. The firm provides investors and their advisors an actively managed access to listed Indian equities with an aim to deliver superior long-term returns.

Provides investment advice

Alchemy’s investment process is as follows: (1) ideation, (2) interacts with the management of companies and ecosystem, (3) financial analysis, (4) regular reviews to assess ongoing risk-reward and anticipates risks, and (5) exit strategy. They utilize bottom-up strategy and periodic monitoring to reach their goals. The firm looks for investible companies based on parameters like growth in revenue and profits, a minimum ROCE criterion, acceptable levels of leverage and the ability of the business to convert EBIDTA into cash flows and following good corporate governance.

Karma seeks to deliver superior risk-adjusted returns over business and economic cycles while prioritizing capital preservation. Agnostic to value or growth style of investing, the firm has invested in equity securities of companies and assets in India where they found inefficiency is market pricing. Their investment process is based on a combination of top-down and bottom-up stock selection: finding undervalued or overvalued ideas and determining reasons for re-rating or de-rating. They use proprietary research to generate original fundamental long and short ideas. The focus is on finding stocks with asymmetric risk-reward characteristics, and arbitraging valuation anomalies within sectors of the market.

TAMPL is an active, long-term investor which manages funds across the entire risk-return continuum. These include equity funds, hybrid funds and fixed income funds. The diversity of the fund offerings enables investors to invest as per their life stage, financial goals and risk profile. These funds have catered successfully to the long-term investment needs of their investors.