Business Principles

Alignment

To align our interest with that of our investors, we have committed to invest our capital to the extent of minimum 5% of total funds under management. Thus our incentives are driven by the performance of our investor’s portfolio over a long time frame.

Avoid all sources of conflict of interest with the investment objectives of our investors. Maintain transparency in all our dealings and put investors interest ahead of ours. Thus prefer to partner with investors whose interests are aligned with our long term objectives.

Discipline

It is our responsibility to take risk in a manner that is less than commensurate to the long term returns. Eliminate investment opportunities that may bear the risk of permanent capital erosion.

Gaining insights require discipline and patience in following our tested investment framework. It is a passion to learn, no matter what the outcome. Relentless in answering the difficult questions and being true to ourselves.

Commitment

We believe successful investment outcome are a by-product of insights, discipline, conviction and patience. We spend most of our time on gaining insights about businesses from leaders, competitors, consumers and market place. This means less time for fund raising or to run a segregated mandate for multiple portfolios. We prefer doing business in this manner even if it means to manage less money.

Client Communication

In order to succeed in our collective endeavours, it is critical that our clients understand our investment philosophies, process, decisions and results. If any of these comes as a surprise to our clients, then we have failed in our endeavours. During adverse conditions or times of misjudgements, we tend to be forthcoming about these challenges in our quarterly investor updates.

Management fee

We believe our compensation to manage funds is just only when we have added value and enables us to further our relationship with our clients. While we provide three options of fee structures to our clients, we believe all clients will be charged in an equitable manner for a comparable size.

Investment Management Fees

Note : ^ additional GST Applicable

Entry and Exit loads – NIL

For more details and clarifications, please contact our investment team at info@aldercapital.in