Core value​

A comprehensive framework to identify high-quality companies with superior return ratios along with an established free cash flow track record, spanning multiple years.

 

The strategy is conscious of investing pitfalls and avoids investing in (i) Sub-standard businesses (ii) Avoids companies where management pedigree is questionable and (iii) Avoids buying stocks at exorbitantly high prices.

 

From the universe of around 200 stocks passing the above criteria, a 20-25 stock portfolio is created from stocks offering attractive value with respect to its historical or relative peer valuation.

Universe of ~6,000 Stocks

High Quality Businesses

  • 15+ Years of business operations
  • Revenues over INR 5 Bn
  • Consistent Return on capital over 20%
  • Consistent positive Free Cash Flow

Investment Universe of 180–190 Companies

Good Management

  • Good capital allocation history
  • History of good corporate governance
  • Market share track record
  • Expected earnings growth higher than the industry

Attractive Valuation

  • During temporary distress or distant earnings triggers
  • Current valuation is near historical lows
  • Current valuation is less than future earnings growth
  • Current valuation less than +1 SD times historical average

A portfolio of 20–25 stocks is created, with a minimum of 75% of the portfolio from the above universe

For more information, you may email us at pmsassist@buglerock.asia or 

direct Onboarding route

All clients have an option to invest in the above products / investment approaches directly, without intermediation of persons engaged in distribution services.

Disclaimer

The information provided on this platform is for informational purposes only and does not constitute investment advice, an offer, or solicitation to buy or sell any financial instruments. Asset management services involve risks, including potential loss of capital. Investors are advised to carefully assess their financial objectives, risk tolerance, and consult with a professional advisor before making investment decisions. Past performance is not indicative of future results. BugleRock Capital and its affiliates disclaim any liability for any direct or indirect loss arising from the use of this information.