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: INP000008695CAT 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
Our Only Goal
Investing in Visionary Businesses for Long-Term Wealth Creation
Insightful Flexicap Fund’s investment objective is Long Term Wealth Creation to capture India’s growth opportunity with focus on businesses, managements & 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 & valuation. The fund envisages to be market cap & sector-agnostic and to have ~25 to 35 stocks. We are exclusively focused on Fund Management and run a singular investment scheme in the AIF category. We are an open-ended CAT III long-only AIF licensed by SEBI and subject to all SEBI reporting requirements and regulations
Our primary mission is to facilitate long-term wealth creation by strategically harnessing India’s expansive growth potential. We are committed to identifying and investing in businesses that exhibit strong fundamentals, visionary leadership, and compelling valuations. Our approach is rooted in a deep understanding of the Indian market dynamics and a keen focus on emerging opportunities. By meticulously analyzing businesses and their managements, we aim to deliver sustained value for our investors over the long run.
Our Discovery
At Insightful Flexicap Fund, our mission is centered around discovery—discovering exceptional businesses, visionary leadership, and compelling investment opportunities within the dynamic Indian market.
We are driven by the pursuit of uncovering value and harnessing India’s growth potential through meticulous research and analysis. Our commitment extends beyond mere financial gains; it encompasses fostering enduring partnerships and contributing positively to the economic landscape.
Our Mission
At Insightful Flexicap Fund, our vision is to be a trusted leader in the investment industry, recognized for our unwavering commitment to delivering sustainable long-term growth for our investors. We envision a future where our proactive approach to discovering promising businesses and our emphasis on sound management practices contribute significantly to the success of our stakeholders.
Central to our vision is the belief that responsible investing is the key to achieving enduring prosperity. We strive to be at the forefront of ethical and sustainable investing practices, integrating environmental, social, and governance (ESG) considerations into our investment decisions. By aligning our vision with the broader goals of creating a positive impact on society and the environment, we aspire to set new standards for value creation while maintaining the trust and confidence of our investors.
The Daunfarm Team
Jane Wilson
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Laura Kyle
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