About Us

We are committed to identifying and investing in businesses that exhibit strong fundamentals, visionary leadership, and compelling valuations. 

Investment Philosophy

Insightful Flexicap Fund’s investment objective is Long Term Wealth Creation to capture India’s growth opportunity with a focus on businesses, managements and valuations.

We believe in a research-driven top-down and bottom-up identification of investment opportunities based on macro growth potential, management capability and focus on fundamentals and valuation.

Trevor D. William

Founding Farmer

Structure

  • Investment in Indian Public Equities. Long-only orientation.
  • Founder Contribution: Mr Anil Shah and Vijay Shah have invested his personal funds as an investor in the scheme.
  • We propose to invest across 25-35 stocks and we are sector and market cap agnostic
    Quarterly Update reports will be sent to all investors.
  • No explicit Lock-in/Gate/Exit Load is proposed, but clients are encouraged to view their account as a long-term investment and it is suggested that only long term, surplus funds be invested in our PMS & AIF.
  • Our investment style is research driven with focus on basics of investing – quality of business, management and valuations.

  • SEBI Registration Details
    PMS: INP000008695

    CAT III AIF managed by Insightful Investment Managers LLP
    Insightful Flexicap Fund: IN/AIF3/24-25/1511

Our Only Goal

Investing Strategy

Pillars of our Investment Philosophy

Good to great philosophy

Turnaround opportunities, operating leverage, financial de-leverage

Special situations, market mis-pricing

Evolving sectors- Changing industry dynamics & industry landscape

We believe our investment strategy can deliver sustainable long-term capital appreciation

The Daunfarm Team

Jane Wilson

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Laura Kyle

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Daniel Oscar

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