Our Services
Discretionary Portfolio Management
Non-Discretionary Portfolio Management
Equity Advisory
Family Office Advisory
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
Our Investment Philosophy
The core of our Philosophy lies in investing in companies with long term scalable and sustainable growth, businesses with strong moats, good corporate governance, strong execution and financial discipline.
Our Investment Framework
- Excellent Management Pedigree
- Longevity and Sustainability of Business
- Earnings Growth
- Capital Efficiency
- Turnaround/ Value Mispricing/Contra
Opportunities
- Longevity and Sustainability of Business
- Earnings Growth
- Capital Efficiency
- Turnaround/ Value Mispricing/Contra
Opportunities
The Investment Process
- Screening and Ideation
- Fundamental Analysis
- Management Meeting and Channel Check
- Filtering and Stock Selection
- Fundamental Analysis
- Management Meeting and Channel Check
- Filtering and Stock Selection
Risk Management
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