Electrum Portfolio Managers

Electrum Portfolio Managers

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Electrum Portfolio Managers is a boutique asset management firm dedicated to generating alpha through a disciplined, bottoms-up investment approach. Benchmark and sector agnostic, our team focuses on identifying high-quality companies with strong growth potential. Our sole objective is long-term wealth creation for our clients, delivered through a research-driven investment process that prioritizes fundamentals, valuation, and risk management.

Our Mission

At Electrum we are trying to create long-term wealth for our clients and help them navigate complex markets and achieve their investment objectives through a patient, disciplined and fundamentally driven approach. We are dedicated to delivering sustainable returns, preserving capital and building trusted relationship with our clients.

Our Vision

To build a lasting legacy as a trusted and respected boutique asset management firm, known for our unwavering commitment to our clients, our people, and our community, and for our dedication to delivering exceptional investment performance and service over the long term.

Our Ethos

Client first

Clients are the focus of our existence.

Agility

In an ever-changing work dynamic, we keep the golden words from John Maynard Keynes close to our heart, “When facts change, I change my mind, what do you do Sir. “

Golden Rules

We live by the 2 golden rules of Warren Buffet:
Rule No. 1- Never lose money,
Rule No. 2- Never forget Rule No. 1.
Hence Return of Capital is more important than Return on Capital.

Integrity

Integrity is non-negotiable.

What Differentiates Electrum ?

1. Focus on Smaller Businesses

We strive to look for emerging businesses which have the Management bandwidth, Product positioning, Balance sheet discipline and Growth opportunities to take the business into next league.

2. Team Has to be a Learning Machine

Our team is extremely passionate about equities and are continuously looking to keep adding value to our company and industry knowledge. We undertake company interactions, attend conference calls, engage in comprehensive channel checks with vendors, suppliers, distributors and competitors. We interact with the complete eco-system of the company.

3. Risk is Reality, Return is Vanity

Our focus is always on risks first as we believe that business environment is extremely dynamic and challenging – we believe focus on risks helps us to be patient and calm in downturns.

4. Invest your own Money

We do not want to be mere portfolio managers but encourage our team to be investors in the same Investment Approach’s that we run, and have our own skin in the game.

5. Concentration on High Conviction Investments

As the investment thesis plays out, we do not shy away from taking higher concentration on our conviction ideas.

6. Own up the Mistakes

World is not perfect and nor are we. We do not want to shy away from our mistakes, the key is to own up and correct it as quickly as possible and avoid repeating them.

What Differentiates Electrum ?

1.

  • Focus on Smaller Businesses

2.

  • Team Has to be a Learning Machine

3.

  • Risk is Reality, Return is Vanity

4.

  • Invest your own Money

5.

  • Concentration on High Conviction Investments

6.

  • Own up the Mistakes
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Client Testimonials

“A testimonial from a client who benefited from your product or service. Testimonials can be a highly effective way of establishing credibility and increasing your company's reputation.”
Client Name
“A testimonial from a client who benefited from your product or service. Testimonials can be a highly effective way of establishing credibility and increasing your company's reputation.”
Client Name
“A testimonial from a client who benefited from your product or service. Testimonials can be a highly effective way of establishing credibility and increasing your company's reputation.”
Client Name

Electrum – Symbol of Wealth and Excellence

Electrum is a naturally occurring alloy of gold which was used to make Coins, Jewellery and Ornaments. The earliest known coins in the western world were minted out of electrum and it remained popular for coinage until about 350 BC. Electrum is believed to have been first used in coins around 600 BC in Lydia during the reign of Alyattes. Electrum was a preferred alloy as it is harder and more durable than pure gold. In ancient times, the chief source of electrum was Lydia, around the Pactolus River, a tributary of the Hermus, now called the Gediz Nehriin in Turkey. Unless you visit a museum or win a Nobel Prize, your best chance of finding electrum is to seek it as a natural alloy.

We have christened our Company on the ancient metal as a symbol of “Wealth” and “Excellence”.

" Rule Number 1 – Never lose money
Rule Number 2 – Never forget Rule number 1. "

Warren Buffet