Sahasrar Capital

Portfolio Manager aims to find undervalued, under-researched and underowned companies to build concentrated portfolio of growth companies. It aims to play on top line growth and margin expansion. Portfolio Manager has sector agnostic and market cap agnostic approach for investment. Portfolio Manager's focus is always on risk and it believes investment is all about managing risks well. Portfolio Manager follows bottom up analysis to pick the stories. Once identified, each story runs through its investment framework, and if it fits, rigorous research is done on the company and the management. Buying price should be defensive enough to take care of multiple uncertain risks, and allocation should be optimum to provide better portfolio returns. Although Portfolio Manager seeks superior returns, its first priority is that its investments produce consistency, protection of capital and superior performance in bad times.