TRAILING PERFORMANCEDETAILED PORTFOLIOPORTFOLIO MANAGERS
Mr. Pawan Bharadia: Pawan is the driving force of the company and spearheads all investments at Equitree. He has been an astute investor with over 25 years of successful investing experience across private & public markets. His calm and patient demeanor with a dogged attitude to detailing profoundly assists in identifying niche investment opportunities early on and taking long term bets. Prior to co-founding Equitree, he has held senior positions in private equity firms. In early part of his career, he has also worked with global organizations like Chase Manhattan Bank and ABN Amro Bank. Pawan is a qualified Chartered Accountant and a Bachelor of Commerce from Mumbai University and is based in Mumbai.
FUND SUMMARYFEE STRUCTUREINVESTMENT PHILOSOPHYEquitree Capital is a SEBI-registered PMS that pursues long-term value creation by identifying under-researched small- and micro-cap businesses trading well below intrinsic worth. We take meaningful minority stakes, and let disciplined patience unlock sustainable compounding for our investors.
It focusses on investing in listed small and micro cap emerging businesses with bright prospects and strong management whose full potential is yet to realize in the market.
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