Spark Asia Impact Managers PMS

The firm believes in investing in India’s growth at the right price. Growth must be properly priced, and valuation discipline is central to portfolio construction. The philosophy emphasizes alpha generation over beta, robust risk management, process-driven execution, diversification of alpha sources, flexibility of approach and recognition of mistakes. The firm underscores the importance of understanding business cycles, management quality, sustainable return ratios, balance sheet strength and valuation risks. Sustainable and repeatable alpha is pursued through disciplined execution, diversification of alpha sources and avoidance of rigid investment styles.