• ONLY Data Backed Actionable Research Ideas: “Why to buy” more imp than “what to buy”
• Experienced & Energetic team with a collective work experience of over 60 years
• Omkara is trusted by nearly 100 HNI clients & nearly 450 retail clients in less than 1 year
• Network: Omkara team has a strong knowledge network which helps in ideation & research 

OUR INVESTMENT APPROACH - Scale with market leadership in the upcycle

• We like to identify sectors that have a structural long growth runway, but are in cyclical downturn, which is now turning the corner
• In such sectors, we focus on companies that are either market share leaders or market share consolidators or has monopolistic advantages 
• Companies with under-utilized capacities or with capex cycle behind are preferred as they the potential to deliver disproportionate returns over a 2-3years period 
• And finally, companies should be reasonably valued with the above traits, thereby, ensuring enough margin of safety for the capital