We remain invested in their fund and recommend them highly to other investors looking for true long-term alpha generation in Indian listed equity spaceCIO of a current family office investor from the Middle-East
In Greek mythology, Metis was a winged goddess, the first great spouse of Zeus. By the fifth century BC, Metis had become the Titaness of wisdom and deep thought. She was known as the the embodiment of prudence, wisdom, and wise council. The Greek word "metis" meant a quality that combined wisdom and cunning, traits highly admired and well-regarded by the Athenians of the time.
Similarly, the co-managers vision is long-term for Metis Capital. MCM goal is to deliver minumum 17% annualized USD return till 2030 when Indian economy will near $10t at an annualized return of 12%. Our philosophy and process is deeply rooted in our ingrained competitive advantage of sincere, passionate long-term thinking. We try hard to filter out the daily "noise" generated in equity markets and employ certain tools to ensure that we are not missing the "forest from the trees", while staying focused on ongoing individual business performance. Your co-managers have a diverse set of global experiences which help them identify certain tertiary effects that regularly drive sharp value movements in emerging markets. Based on our backgrounds, we are able to successfully overlay “macro” risk management to our largely deep-dive “micro” process. Our investment framework, built on an edifice of the highest ethical judgment and sound reasoning, offers us the best probability to preserve and smartly grow your hard-earned wealth. Metis Capital thrives on analytical intensity and investing discipline. We use multiple valuation techniques to triangulate a conservative estimate of intrinsic value using primarily fundamental variables, forensics (in depth understanding of global accounting standards), and an on the ground research. We then build a diversified portfolio of businesses with a concentrated focus on our best ideas. Our anchor investors are respected families based out of Middle East, Europe, & India (for onshore clients) and we have almost 100% of our net worth invested in the strategy....we believe in "eating our own cooking".
Please see the fund returns the two co-managers have delivered over the last 7+ years and read a few of the newsletters that explain the thinking we have had over the years, along with specific portfolio maneuvers. Our fund has outperformed nearly all our peers and benchmarks since inception and for any meaningful time-period. We look forward to your feedback and are always available to hear all thoughts (especially views which might not currently agree with our own!). Please see the traits of an ideal investor for our strategy.