PLUTUS LEGACY

LOOKING FOR SUSTAINABLE AND PROFITABLE GROWTH?

Invest in businesses with established leadership, operating in industries
with a large addressable opportunity.

Introduction

Through Plutus Legacy, we aim to focus on investing in businesses with established leadership,
operating in industries with a large addressable opportunity that presents an opportunity for sustainable, profitable growth.

Investment Philosophy

Optimize long term risk adjusted
post-tax and post-fees CAGR of
investments in real terms by allocating
long term capital to long term assets
with a disciplined focus

The strategy is focused on investing
in B2C firms with strong parentage,
franchise and intangibles that allow the
business to be scalable and durable

The companies should have a
demonstrated track record of
superior capital allocation and
superior capital structure


Key Attributes

Sustainability in terms of
market leadership and growth

Profitable growth

Leadership

Large addressable opportunity

Performance Comparison

Model Portfolio as on 31st August 2020