A Long-Term Wealth Creation PMS

Create long term wealth with a concentrated low-churn portfolio

Introduction

CWC’s goal is long-term wealth creation by owning a low churn (mid teen annualized churn), concentrated portfolio (usually less than 15 companies with top 5 holdings ~50% of portfolio) of publicly listed Indian businesses.

Investment Philosophy

Details

Great businesses (scalable, profitable and durable)

Details

Good management (good capital allocators, honest and adaptable managers)

Details

Reasonable valuations

Our belief

We believe the rules of the games are changing and both companies and investors need to adapt and embrace the change in this new world...

The rules of the games are changing…​

Tick Image Mass customisation at scale​
Tick Image From scarce to abundant capital
Tick Image From informational edge to information ubiquity and increased awareness​
Tick Image From employing people to partnering and empowering talent​

…CWC is embracing these changes and incorporating them in our framework​

Tick Image ​Focus on customer centricity, as a stepping stone to mass customisation
Tick Image ​Culture versus moat
Tick Image Team versus TAM
Tick Image ​Valuations - opportunity cost will become more important than absolute valuation

Performance Comparison (Rolling Returns)

As on 31st October 2021

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