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About Us

Sowilo Investment Managers LLP (“Sowilo”) is a boutique asset and wealth management firm catering primarily to Corporate, UHNI, HNI investors and Family offices in domestic as well as offshore markets.

At Sowilo, we believe India’s growth story over the next 2-3 decades would witness paradigm shift, from emerging to developed economy. This creates enhanced opportunity for businesses and consequently for investors to create wealth through investment in equities. We ensure that the hard-earned money of our clients is optimally invested.

Our Vision

To create a platform which provides investment opportunity across asset class via equity as a superior proxy through knowledge, experience, and ethics.

Our Mission

Help our clients invest in the most efficient businesses within the country and be a part of the value creation process through the framework of scale, returns, technology, leadership and governance.

Our Investment Philosophy

HYPER- COMPETITION
DEMOGRAPHIC DISTRIBUTION
COMPLEX REGULATIONS
HUGE UNORGANIZED SECTOR
In developing countries like India the effort required to scale up business is substantially higher than developed economies due to:
Based on our philosophy, we invest in businesses which are scalable, generate higher returns, have technological edge, are market leaders and have strong and ethical management team with good governance. We perceive buying of equities only as a medium to buy great businesses. Investment is purely based on bottom-up research, defining investible universe which qualify the above rigorous test.

Fund Concept and Principles

That form the basis of every investment we make…

Long Term Investment

Long term, multi-sector and multi-cap funds.

Vetted Investments

Investing only in businesses which qualifies test of Scale, Returns, Technology, Leadership and Governance

In-house Research

We have compiled a database of investible companies which qualify our rigorous tests. We use our proprietary model for companies with detailed research reports specifying reasons for investing in them.

Bottom-up Approach

We define investible universe and invest within that through the approach of “Structural, Sectoral and Alpha” in the ratio of 50:30:15 and balance 5 for opportunity. Our decisions are purely based on bottom-up research.

Risk Management

The churn rate will be limited in “Structural” modest in “Sectoral” and frequent in “Alpha”

Our Principles

We have 6 principles that guide our investment decisions.

Analytical

We select portfolios and make investment decisions only after thorough research and reconcile these findings with regulatory filings and ground realities.

Performance

Our “Alpha” portfolio strategy focuses on long-term compounding businesses and allows us to outperform our peers.

Agile

We don’t invest in businesses that don’t meet our investment standards. We embrace change as and when required to ensure the best investment opportunities for our clients

Opportunistic

We are highly dynamic and opportunistic which allows us to find the best business to invest in.

Patience

We understand that there may be temporary underperformance and we are not scared of it.

Prudence

Our wisdom and good governance based on thorough research is our strength for our investors to believe in us.

We understand the language of numbers

We believe we have one of the best teams to advise us on business internals. Our team comprises of people who have done internal audits, statutory audits, business viability audits, cost audits and tax audits of various sectors over more than 2 decades.

We believe banking is a proxy for economic growth, Technology is fair proxy for disruption, Infrastructure is a proxy of business cycles and FMCG a proxy to play India’s demography and population dynamics.
Our team can do candid assessment of business fundamentals through its experience of understanding businesses, cycles, compliance, technology, market share and bottom-up research.
The team’s DNA is forensic and has expertise at bottom- up analysis and stumbles at every non-reconciling number/ ratio/ outcome.

Fund Concepts and Principles

That form the basis of every investment we make…
Long term, multi-sector and multi-cap funds

Investing only in businesses which qualifies test of Scale, Returns, Technology, Leadership and Governance.

We have compiled a database of investible companies which qualify our rigorous tests. We use our proprietary model for companies with detailed research reports specifying reasons for investing in them.

We define investible universe and invest within that through the approach of “Structural, Sectoral and Alpha” in the ratio of 50:30:15 and balance 5 for opportunity. Our decisions are purely based on bottom-up research.

The churn rate will be limited in “Structural” modest in “Sectoral” and frequent in “Alpha”.