A concentrated portfolio of 6–8 emerging businesses, caught early in their growth runway.
The same six tests, applied earlier in a business’s life.
High Growth runs a tighter book of emerging companies in the phase where the runway is longest and the coverage thinnest. Position sizes are larger and the holding periods are set by the business rather than the market.
The research process is identical to Multicap Advantage: the same plant visits, the same management meetings, the same 4M framework. What differs is where in a company’s life we are willing to take the position, and how much volatility that asks an investor to carry.
Strategy snapshot
Snapshot as on 31 August 2026.
As on 31 August 2026.
We are not paid for holding your money — only for growing it.
Shared on gains above the high water mark, and on nothing else.
Your portfolio has to beat its own previous peak before a fee applies again.
What the high water mark means. The profit share applies only to new profit. If the portfolio falls, we earn nothing on the recovery until it has passed the highest value on which a share was last taken — so you never pay twice for the same gain. Brokerage, custody, statutory charges and GST apply in addition and are set out in full in the Disclosure Document.
Figures as on 31 August 2026, net of fees and expenses.
