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Investment Philosophy

I-N-V-E-S-T: A Sophisticated Long-Term Investment Strategy

At Blue 91, we adhere to a simple yet unique investment philosophy crafted by industry veterans. Our approach revolves around the INVEST acronym, integrating years of experience and knowledge into insightful market analysis, prudent risk management, and a focus on sustainable growth for our clients' portfolios. - "Investing with Wisdom, Growing with Time"

I - Invest In Quality Companies

At Blue 91, we believe in buying exceptional companies at reasonable prices." We target businesses with strong fundamentals, sustainable competitive advantages, and visionary leadership is key to achieving long-term growth.

N - Nurture Compounding Power

Compound interest is a powerful force in wealth creation." We prioritize investments in companies that effectively reinvest profits, harnessing the compounding effect to maximize returns over time.

V - Value With Safety Margin

"We manage risks to safeguard your investments." Every decision at Blue 91 ensures a significant margin of safety, acquiring assets below their intrinsic value to protect against market fluctuations.

E - Embrace Long-Term Success

"We invest for enduring value." Our commitment to a buy-and-hold strategy means selecting companies for their long-term potential, allowing investments to mature and capitalize on market opportunities.

S - Spread Risk Through Diversification

"Diversification is key to your financial security." We build portfolios across sectors and asset classes, ensuring risk is balanced against potential reward, echoing the proverb: "Don't put all your eggs in one basket."

T - Track And Rebalance Strategically

"Adaptation drives success in ever-changing markets." Continual portfolio review and strategic rebalancing ensure your portfolio remains aligned with evolving market conditions and your financial objectives.

Investment / Screening Process -

At Blue 91 Portfolio Managers, our investment process is meticulously designed to identify high-quality opportunities and deliver consistent, long-term returns.

Our approach combines disciplined screening, rigorous due diligence, and strategic portfolio construction to optimize investment outcomes.

Rigorous Screening Process

We start with a meticulous quantitative analysis of key financial metrics. Our qualitative assessment goes beyond numbers, evaluating management quality, business resilience, industry positioning, and competitive advantages.

Focus On Quality And Value

We prioritize companies with sustainable competitive advantages and strong fundamentals. Our adherence to value investing principles ensures we buy at prices below intrinsic value, providing a margin of safety during market downturns.

Detailed Due Diligence

Our extensive research includes deep dives into company reports, industry trends, and macroeconomic factors. Engaging with management provides invaluable insights into their strategic vision and operational capabilities.

Risk & Reward Analysis

We assess the sensitivity of the company's stock to market movements. Evaluate risks related to the company's operations, supply chain, and execution. Identify potential regulatory changes that could impact the company's business model.

Strategic Portfolio Construction

With a focused portfolio of around 20 companies, we maintain high conviction and deep understanding in each investment. Moreover, Sectoral analysis enhances our ability to identify growth opportunities across diverse economic segments.

Contd. Monitoring And Adaptation

Post-investment, our rigorous monitoring ensures alignment with our investment thesis. Regular performance reviews and proactive market analysis enable us to capitalize on emerging opportunities and mitigate risks effectively.

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

Potential Clients can directly approach us by sending an email on pms@blue91.in or by contacting us on +91 93541 79604