Lighthouse Infrastructure Portfolio seeks to provide long-term positive stable returns by investing in a diversified portfolio of Indian equities in the infrastructure and infrastructure related businesses with favorable long-term prospects.
Investment Strategy
Sustainable and durable growth potential through long-term investment opportunities
Investments at an early phase of infrastructure growth in India
Aim for long term, stable returns
High margin of safety in investments
Access to a range of infrastructure related businesses
For this strategy, we typically seek a discount of, say, 30%-35% to the value of the underlying business at the time of participating in the relevant opportunities.
Investment Approach
Characterized by a focused and disciplined approach to long term investing into undervalued businesses, run by people of integrity, vision and competence
Invest in infrastructure oriented businesses run by quality management and attractive valuation with a significant margin of safety.
Investor Profile
The offering is suitable for investors who would like:
A personalized investment program
To participate in India's growth opportunity and expect a consistent, risk controlled, compounded returns over a 3 to 5 year horizon
