While several companies focus on a ‘star investor’, our strength is a team-driven and time-tested process. A larger investment team also means customers of bespoke solutions have more individual attention.

We engage with third-party companies to conduct forensic checks on businesses we might invest in. This might include physical infrastructure such as warehouses, financial statements and shareholding patterns. This helps minimize the chances of a downside which, in the long run, insulates our investors from the risks associated with the market.

A quality business will always succeed - and for that, we look at cash flow generation and reinvestment potential. We don’t get distracted by recency bias, historical index valuations, or short-term analyst forecasts. As a result, we end up picking what others might neglect because of one quarter in the red or speculation.

We are customers of our own products. A large part of our top management are co-investors in our strategies. Moreover, employee remuneration is linked to the performance of investor portfolios. Thus, the interests of everyone are aligned: the investment partner, the management, the employees, and the company. For us, “your success is our success” is not a cliche!

Investors are getting savvier about the benefits of long-term investing. Some companies have responded to this demand by advertising long-term solutions but still using a short-term approach. That’s not surprising: Identifying businesses that deliver long-term returns involves a different mindset, commitment and resources. At Tamohara, this has been ingrained in our DNA to the point where our analysts do not look at 24/7 news coverage. After all, today’s headline will not reflect in tomorrow’s stock price. They say will power is a virtue - this is true of investments as well!