CCV EMERGING OPPORTUNITIES FUND – Category III AIF (Open-Ended)

The investment objective of the CCV Emerging Opportunities CAT 3 AIF is to generate returns for the Investors through price appreciation of stocks held over a period across economic and market cycles. The investments would be made in listed as well as unlisted securities of Investee Entities in accordance with Applicable Laws to maximize the risk adjusted returns for the Contributors in the respective asset classes and potentially create wealth over the long-term.

The investment philosophy of CCV Emerging Opportunities Fund-I – Category III (Open-ended) AIF is the following:

1. Research Driven Decisions: Their investment decisions are backed by rigorous research and analysis. We prioritize companies with strong fundamentals, sustainable business models, and growth potential.
2. Focus on Quality: They prioritize investing in companies with high-quality fundamentals. This means selecting businesses with strong balance sheets, robust management teams, and sustainable competitive advantages that can weather economic cycles and deliver long-term value.
3. Growth-Oriented Investments: They actively seek out companies that demonstrate strong growth potential, by identifying businesses that are well-positioned to capitalize on emerging trends and market opportunities.
4. Price Discipline: They believe that buying the right asset at the right price is crucial for long-term success. Their investment approach involves a rigorous assessment of valuation, ensuring that they invest at prices that provide a margin of safety and align with their long-term growth expectations.
5. Diversified Portfolio: To manage risk and capture diverse opportunities, they build a diversified portfolio that includes both listed and unlisted Indian equities, as well as other permissible securities. This diversification helps balance potential returns with risk management.
6. Long-Term Perspective: They maintain a long-term view in their investment decisions, allowing us to navigate through economic and market cycles with patience and conviction. Their goal is to create enduring wealth for investors by staying committed to the investment thesis.
7. Risk Management: While they seek to maximize returns, we are equally committed to managing risks. They maintain a balanced approach to ensure that the portfolio remains resilient in varying market conditions.

The Investment strategy of CCV Emerging Opportunities fund – CAT 3 AIF places greater emphasis on bottom-up research rather than top-down analysis. The Fund focuses primarily on individual company fundamentals, including financial performance, management quality, competitive positioning, and growth potential. Sector and macroeconomic trends are considered, but they serve as a backdrop to our detailed analysis of each company’s prospects, ensuring that investment decisions are driven by strong, company-specific insights.