Fortuna One
Long-term capital compounding approach.
Fortuna One focuses on growing wealth through long-term investments in listed equities. We cater to high-net-worth clients who can wait three years or more for their investments to grow and can handle short-term market fluctuations.
Our goal is to achieve long-term capital appreciation by investing in listed securities in India. We use a bottom-up stock selection approach, focusing on well-managed businesses that consistently increase their intrinsic value and are priced below our intrinsic value estimates.
Key Tenets
Our guiding principles for long-term wealth creation
Fundamental Analysis
- Businesses with a competitive advantage.
- Businesses targeting a large opportunity to serve.
- Emphasis on management competence, integrity and alignment.
- High corporate governance.
- Strong cash flows.
- Strong balance sheets.
Long-Term Conviction
- Time to build conviction, hold long term.
- Continuously assess conviction levels, rather than price targets.
- Contrarian position, often against the prevailing market view.
- Track investment thesis on quarterly basis.
Accept Volatility but Avoid “Risk”
- Accept interim volatility as the investment thesis plays out.
- Avoid risk of permanent loss of capital invested.
- Accept risk of missing opportunity do not worry about FOMO (fear of missing out).
P.S. We provide an option for the Investors to be onboarded directly. Connect with us to know more.