DMZ Partners

Our firm - a boutique portfolio manager

SEBI registered Portfolio Manager, Registration No. INP 000005944, registered on 23 February 2018
Direct on-boarding only; no distribution arrangements with third parties
Registered office at Mahalaxmi, Mumbai

PMS

Overview

About DMZ Partners

DMZ Partners Investment Management LLP is a SEBI registered Portfolio Manager (Registration No.: INP 000005944). The firm received its SEBI Portfolio Manager Registration on 23rd February, 2018. The firm transitioned from a family office, which managed only family capital, to a boutique investment management firm that will very selectively accept outside capital from clients. Its aim is to compound capital for its investors with a steadfast focus on investing in high quality companies run by people possessing the highest levels of integrity and capability.

Investment philosophy

The firm calls its investment approach "DMZ Partners Inheritors Strategy". It looks for six key characteristics in investment-worthy companies. When bought at rational prices, owning such businesses over long periods of time has the potential to compound investors' capital at superior rates of return over very long runways. The investment philosophy takes inspiration from the Charlie Munger quote: "Avoiding stupidity is a lot easier than seeking brilliance." The goal is to build a strong multi-decade and potentially multi-generational investment track record for clients. The firm offers a single discretionary portfolio management investment approach.

PMS strategies1

Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.

Strategy

AUM (₹ Cr)

DMZ PARTNERS INHERITORS STRATEGY

Team2

Soumil

Co-founder

Soumil moved back to Mumbai from New York in 2011 to work alongside his father, Sanjay to build the capabilities and refine the investment approach of the family investment office. Prior to co-founding DMZ Partners, Soumil worked with Goldman Sachs & Co. in New York on the Banking & Financials team within Global Investment Research. Soumil graduated from Duke University where he studied Economics & Biology and had the good fortune of being taught by phenomenal professors including Dr. Emma Rasiel.

Sanjay

Co-founder

Sanjay has been an avid long-term investor alongside his 30+ year career of operating a super-abrasives business. Since 2012 he has been solely focussed on the investment office. His favourite business, which remains part of the family investment portfolio was first identified by him in 1995. His ability to manage things that are difficult to measure, decisiveness and emotional resilience are key characteristics Soumil seeks to emulate over the long-run. After a commensurate amount of thought has been applied toward a particular situation he is likely to comment, "I like being right, I don't mind being occasionally wrong, but I hate being confused."

Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.

DMZ Partners

Overview

About DMZ Partners

Investment philosophy

PMS strategies1

Team2

Live

Funds

Community

Company