Handpicked stocks based on proprietary fundamental models focused on rising capex, growth upcycle and margin expansion. The core of this investment strategy revolves around identifying sectors in India that are poised for significant growth, driven by structural, demographic, and economic trends. Rather than relying solely on market sentiment or short-term trends, this approach focuses on long-term, sustainable growth by analyzing the intrinsic value of companies within these high-growth sectors. The strategy incorporates comprehensive fundamental analysis, including financial health, management quality, competitive positioning, and growth potential, to select the most promising investment opportunities.