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EverFlow Partners is a long-term investor in Indian public markets looking to generate attractive returns by consistently seeking good governance, margin of safety, competitive moats, strong prospects and attractive valuations across our investments.
The heart of our strategy is to buy companies that are compounding rapidly and selling at a significant discount to underlying business value. We have a value conscious and first-principle led bottom-up approach to investing. We are not formulaic and do not think single formulas work over the long term; but good principles have and will continue to. Our culture and process of sticking to these will be our biggest long-term differentiators.
Our preference is to invest in great companies at attractive prices and these tend to be our best ideas. However, we also believe that not all great companies are great investments. As long-term investors, we believe we are in the business of identifying & benefiting from mispricing in good companies. Businesses (even good ones) often go through short-term transient volatility due to uncontrollable factors and get disproportionately penalized in a market obsessed with next quarter performance. Our long-term orientation allows us to invest in them on favorable terms.
While we are biased towards smaller companies since they tend to be under-researched and ignored by large funds, we believe attractive opportunities come unannounced from various directions and don’t impose artificial constraints on sector, size, ownership; which affects our ability to generate attractive returns for our investor partners.
We invest capital in the direction of the best available investment opportunities in a dynamic and evolving market while staying true to time-tested principles of sound investing.
We have a first-principle bottom-up approach to investing. We are not formulaic or thematic. Accordingly, we do not think about themes first and then fit investments into those themes. Similarly, we do not have an opinion on market levels either. There are expensive and attractive investments at each levels of the market. Good investing principles neccisitate ab-initio thinking. We approach each investment on its own merits and invest behind that particular risk-reward.
As long-term investors, we believe we are in the business of identifying & benefiting from mispricing in good companies. Businesses (even good ones) often go through short-term transient volatility due to uncontrollable factors and get disproportionately penalized in a market obsessed with next quarter performance. Our long-term orientation allows us to invest in them on favorable terms.
As long-term investors, we believe we are in the business of identifying & benefiting from mispricing in good companies. Businesses (even good ones) often go through short-term transient volatility due to uncontrollable factors and get disproportionately penalized in a market obsessed with next quarter performance. Our long-term orientation allows us to invest in them on favorable terms.
We have a first-principle bottom-up approach to investing. We are not formulaic and do not think single formulas work over the long term. Good principles have and will continue to. Our culture and process of sticking to these will be our biggest long-term differentiator. Accordingly we do not force-fit investments into allocation buckets and approach each idea with a fresh slate.
As long-term investors, we believe we are in the business of identifying & benefiting from mispricing in good companies. Businesses (even good ones) often go through short-term transient volatility due to uncontrollable factors and get disproportionately penalized in a market obsessed with next quarter performance. Our long-term orientation allows us to invest in them on favorable terms.
As long-term investors, we believe we are in the business of identifying & benefiting from mispricing in good companies. Businesses (even good ones) often go through short-term transient volatility due to uncontrollable factors and get disproportionately penalized in a market obsessed with next quarter performance. Our long-term orientation allows us to invest in them on favorable terms.
As long-term investors, we believe we are in the business of identifying & benefiting from mispricing in good companies. Businesses (even good ones) often go through short-term transient volatility due to uncontrollable factors and get disproportionately penalized in a market obsessed with next quarter performance. Our long-term orientation allows us to invest in them on favorable terms.