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.
To create a platform which provides investment opportunity across asset class via equity as a superior proxy through knowledge, experience, and ethics.
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.
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.
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”
Sowilo Investment Managers LLP (“Sowilo”) is a boutique asset and wealth management corporation catering primarily to HNI and UHNI investors both in domestic as well as offshore markets. Sowilo is a SEBI registered PMS, focusing on discretionary portfolio management.
SEBI Registration No. INP000008127
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