Welcome to Progress India Opportunities Fund (PIOF)

PIOF has established this website to provide information about their respective investment advisory activities. Information herein available has not been reviewed by any regulatory authority. Content available in this website has been prepared for information purposes only and is neither an invitation nor an offer to make an investment in PIOF. You should rely solely on your own investigations regarding any investment opportunities and should seek competent professional advice. Please go through the Terms and Conditions section for more details.

Investment Approach

What We Invest In:

Well managed companies with a proven, consistent track record and top notch corporate governance. These companies are large cap and liquid stocks. We do not believe in holding illiquid stocks where prices can get impacted with entry/exit or can be manipulated.

Focused Strategy:

Fund invests into companies and sectors which are clear beneficiaries of upsurge in consumer spending given the young Indian demographics. This also means fund focuses only on about 65% of the overall economy and market.

Capital Appreciation:

We invest in companies which are market leaders in their categories and can compound earnings at > 20% over the medium to long-term with a great deal of certainty. Such companies also have high returns on capital.

Portfolio Construction:

Fund invests in a concentrated portfolio of deeply researched 15-20 stocks. Thus the fund has a low turnover and a low expense ratio. This strategy is eminently suitable for managed accounts as well.

Stock Selection:

Stock selection is based on thorough bottom-up company analysis including regular meetings with managements and building proprietary financial models and continued diligence on investee companies.

Timing of Investment:

While stocks are identified from a longer term perspective, timing of addition and reduction of position involves a great deal of patience, understanding of market conditions and experience. Investment team’s deep and varied experience helps in taking right decisions wisely.

All information provided in PIOF’s website is for information purposes only and does not constitute a legal contract between PIOF and any person or entity. Unless otherwise specified, this website is not designed for the purpose of providing personal financial or investment advice nor a recommendation to invest in any investments, securities or financial products offered by PIOF. Information provided is subject to change without prior notice. Although every reasonable effort is made to present current and accurate information, PIOF makes no guarantees of any kind.