Envision Capital

The firm's investment philosophy is to identify companies which have the ability to create value for investors in the long run. This philosophy revolves around adopting a bottom up approach to identifying and selecting individual investments. The firm's focus is on investing in companies with sound business model, good management and attractive valuations. The firm adopts buy and hold approach for its investment and an attempt to participate through the entire cycle of value unlocking over longer time frame. The firm's belief is that the key to generating superior long term returns is to assess the margin of safety, i.e. the difference between the purchase price and the intrinsic value. The cornerstones of the firm's investment philosophy are: Fundamental approach, Value discipline, Long-term horizon and Concentration. The firm believes in buy and hold strategy, with concentrated holdings in high conviction investment ideas with a long term orientation.