First Water focuses on investing in companies that are publicly listed on Indian stock exchanges. The investment philosophy of the firm centres primarily on a long only strategy, with a value driven and concentrated portfolio approach. The focus is on intrinsic value maximization at a portfolio level rather than just market value of individual names. The preferred investment time frame in their fund is around 5-7 years in order to allow our investment decisions to play out. Thier focus is India, which is an economy that they believe has a long way to go.
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