“Institution quality for Wealth management clients.”
Our investment philosophy
Value before Valuation
Business value is a function of business model, management, culture and strategy
Valuation comes only after thorough consideration of these factors
Competitive advantages form a defensive moat
We focus on segments that benefit from secular trends, and companies with established or emerging competitive advantages within these segments
These tend to be franchises with improving product portfolio and profitability
Intrinsic value & margin of safety
We think of risk as the possibility of a permanent loss of capital
Therefore, we look to invest only at a discount to our estimate of the intrinsic value of a company
The intrinsic value is the sum of future cash flows, discounted at an appropriate rate
Being an estimate of the future, there is a range of possible IVs, and the range changes
Harvest Group is a fund management company overseeing more than USD 200 billion for our clients across a range of equity, fixed income, multi asset and alternative strategies. We provide specialist investment services through segregated accounts and investment funds to some of the world’s largest pension funds, financial institutions, sovereign wealth funds, family offices and ultra-high net worth individuals.
Our investment process
An Investment Committee provides advice and ensures compliance.
