Perpetual Ownership
A bottom-up fundamental research framework to identify businesses with potential to create sustained shareholder value
Our Offerings
Model Portfolios
Curated model portfolios built on quality, conviction, and a long-term ownership mindset.
Stock Ideas
Company research highlighting high-conviction, long-term investing opportunities.
Value of Perspective in Investing
Markets move every day, often driven by headlines, sentiment, or noise. Short-term volatility can feel overwhelming, but it also creates opportunities. By stepping back and looking at fundamentals—cash flows, competitive moats, and management quality—we shift from chasing movements to owning businesses.
Our Philosophy
Our philosophy reflects a disciplined, conviction-led approach to investing, grounded in deep research, rigorous analysis of fundamentals. Our approach, rooted in a business-owner mindset, is designed for long term investors who prioritize quality, conviction, and business fundamentals. Stock selection is guided by our proprietary Perpetual Ownership framework, built on four pillars – Durable Moat, Long-term Relevance, Ability to Reinvest, and Resilience Through Cycles.
About the Research Analyst
Mr. Rawani is a SEBI registered Research Analyst (part-time). Also, he is a Senior Analyst with Horizon Research, a subsidiary of Teton Advisors, Inc., with nearly 18 years of experience in the investment management industry. He leads sustainability and risk management initiatives under the firm’s Teton One Earth framework, integrating ESG principles into products, investment processes, and stewardship. He has been closely involved in the execution of multiple SPAC mergers across Italy (VALU:IM) and the United States (DFNSU and PMVC listed on the NYSE). Earlier, he held the position of Senior Manager – Research at Bajaj Capital Limited. He began his career in financial journalism, writing for Outlook Money, Financial Chronicle (Deccan Chronicle Holdings Ltd.), and The Economic Times (Bennett, Coleman & Co. Ltd.). Mr. Rawani holds a BSc (Hons.) in Zoology from Vinoba Bhave University, a postgraduate certificate in Management of Business Finance from the Indian Institute of Finance, and the CFA Institute’s Certificate in ESG Investing. He is also a CFA Charterholder.