CoreValues
There are certain qualities and traits that run as a common thread across many admired global investment firms, and this DNA not only defines who they are, but also gives them their unique edge over their competition.
At TrustLine, we strongly believe in these qualities and have consciously woven them into our core values and business practices to form a strong foundation. Today, our entire business stands on this foundation.
At the core of our investment philosophy lies this strong belief that Investing in publicly–traded-equities is no different from buying or acquiring private businesses. When we invest in a stock, it is viewed as buying a piece of business, not a piece of paper. We view ourselves as Business Analysts than as Market or Investment Analysts. As a result, our focus is on the economics of business, not on the price–action or market-action.
Our key objective is, first to protect the principal and then to grow it at an above-average Long-term rate of return. We strive to meet this objective thro’ our stead-fast commitment to the concept of “Margin – of – Safety“ (MOS) in all our investment opportunities.
Fundamentally, our approach to stock selection is bottom-up, stock –specific from under-researched / under-discovered universe with huge emphasis on Intrinsic Value ( Free- Cash flow ), Return on Equity(ROE) and Margin of Safety.
In summary, our broad strategy is to look for profitable businesses that have superior long-term economic characteristics ( durable competitive advantage) and are run by able and honest managements and available at attractive valuations with reasonable Margin of Safety.
ResearchProcess
The most critical component of the investment process is our Research. This is for two reasons.
The tools that we use in our research process are:
In addition, we’ve set up the following facilities to support research process.
In Portfolio Management, TrustLine has built a very strong clientele of senior professionals from leading organizations.
Asset under Management has grown at a healthy clip over the last 16+ years and the portfolio returns have consistently out-performed the benchmark indices by a wide margin (6.79% annualized out-performance over BSE smallcap Index). Such a strong out-performance is a direct outcome of our robust research process and unique stock-picking skills.
TeamStrength
Trustline has a solid team of Specialists with expertise in Finance and Technology with multiple industry backgrounds. The team is ably guided by Mr. ArunaGiri, a seasoned professional and is well-supported by an advisory board consisting of experts from various fields.
Trust & Lineage. The two pillars on which was founded a company that dreamt to perform, and dared to outperform the competition.
We are TrustLine - a leading Chennai-based Equity Research and Asset Management firm. With financial research as a core competence, we track and study over 800+ companies as part of our investment research.
Get in touch