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Investment Approach

Identifying Mega Trends and Sizing the Opportunity (Top-Down)

We begin by analyzing the global landscape to identify significant, long-term mega-trends that are reshaping industries and creating substantial new markets. This involves studying demographic shifts, technological advancements, evolving consumer behaviors, and significant societal changes.

  • Size of Opportunity: Once a compelling mega-trend is identified, we meticulously assess the size of the potential market. We seek opportunities with substantial addressable markets that offer significant runway for growth over the long term. This involves understanding market dynamics, potential penetration rates, and the overall economic impact of the trend.
  • Longevity of Growth: We prioritize investing in trends with durability and longevity. We look beyond short-term fads and focus on fundamental shifts that are likely to persist and compound over multiple economic cycles. This requires understanding the underlying drivers of the trend and its potential to create lasting value.

Unearthing Exceptional Businesses

Within these promising macro environments, we employ a rigorous bottom-up approach to identify individual companies with the potential to become long-term winners. Our focus is on several key attributes

  • High-Quality Earnings: We seek businesses that consistently generate high-quality earnings. This implies strong profitability, healthy cash flows, sustainable margins, and a robust balance sheet. We analyse the sources of earnings, their resilience to economic fluctuations, and the company’s ability to reinvest for future growth.
  • Superior Team with Intensity and Integrity: We believe that exceptional companies are led by superior management teams possessing both the intensity (passion, drive, and focus) and integrity (ethical conduct, transparency, and accountability) to execute their business plans effectively. We thoroughly assess the leadership’s track record, vision, strategic thinking, and alignment with shareholder interests.
  • Growth-Oriented Approach: We look for companies with a clear growth-oriented mindset and a demonstrated ability to innovate, adapt, and expand their market presence. This includes investing in research and development, exploring new markets, and strategically allocating capital to fuel future expansion.

We begin by analyzing the global landscape to identify significant, long-term mega-trends that are reshaping industries and creating substantial new markets. This involves studying demographic shifts, technological advancements, evolving consumer behaviors, and significant societal changes.

  • Size of Opportunity: Once a compelling mega-trend is identified, we meticulously assess the size of the potential market. We seek opportunities with substantial addressable markets that offer significant runway for growth over the long term. This involves understanding market dynamics, potential penetration rates, and the overall economic impact of the trend.
  • Longevity of Growth: We prioritize investing in trends with durability and longevity. We look beyond short-term fads and focus on fundamental shifts that are likely to persist and compound over multiple economic cycles. This requires understanding the underlying drivers of the trend and its potential to create lasting value.

Within these promising macro environments, we employ a rigorous bottom-up approach to identify individual companies with the potential to become long-term winners. Our focus is on several key attributes

  • High-Quality Earnings: We seek businesses that consistently generate high-quality earnings. This implies strong profitability, healthy cash flows, sustainable margins, and a robust balance sheet. We analyse the sources of earnings, their resilience to economic fluctuations, and the company’s ability to reinvest for future growth.
  • Superior Team with Intensity and Integrity: We believe that exceptional companies are led by superior management teams possessing both the intensity (passion, drive, and focus) and integrity (ethical conduct, transparency, and accountability) to execute their business plans effectively. We thoroughly assess the leadership’s track record, vision, strategic thinking, and alignment with shareholder interests.
  • Growth-Oriented Approach: We look for companies with a clear growth-oriented mindset and a demonstrated ability to innovate, adapt, and expand their market presence. This includes investing in research and development, exploring new markets, and strategically allocating capital to fuel future expansion.

Capturing Multiple Growth Cycles

We are particularly interested in "blue ocean" companies that create new, uncontested market spaces, rendering existing competitors largely irrelevant. These companies often introduce novel products, services, or business models that unlock new demand and offer significant growth potential with less direct competition. By adhering to this dual-pronged investment philosophy, we strive to build a portfolio of exceptional companies positioned to deliver compelling long-term returns by capitalizing on enduring growth trends and superior business fundamentals. Our focus remains on identifying and investing in businesses that possess the vision, capabilities, and integrity to thrive across multiple growth cycles and create lasting value.

Investing in Unique Companies with Dominance, Quality, Integrity, and Intensity

We aim to build a portfolio of unique companies that possess a combination of

  • Dominance: A strong competitive position, often evidenced by market share leadership, brand recognition, network effects, or significant barriers to entry.
  • Quality: Superior products or services, strong customer loyalty, efficient operations, and a resilient business model.
  • Integrity: Ethical business practices, transparent reporting, and a commitment to long-term value creation for all stakeholders.
  • Intensity: A driven and focused management team with a clear vision and the execution capabilities to achieve their goals.

Our investment horizon is long-term, and we aim to identify companies that can navigate and capitalize on three to four distinct growth cycles. This requires understanding the industry lifecycle, the company's competitive positioning, and its ability to adapt to evolving market dynamics and technological disruptions over extended periods. We seek businesses with the potential for sustained compounding of value through various economic expansions and contractions.

We aim to build a portfolio of unique companies that possess a combination of:

  • Dominance: A strong competitive position, often evidenced by market share leadership, brand recognition, network effects, or significant barriers to entry.
  • Quality: Superior products or services, strong customer loyalty, efficient operations, and a resilient business model.
  • Integrity: Ethical business practices, transparent reporting, and a commitment to long-term value creation for all stakeholders.
  • Intensity: A driven and focused management team with a clear vision and the execution capabilities to achieve their goals.

Identifying and Investing in Challengers Creating Long-Term Dominance

We also actively seek out challenger companies that, through innovative strategies, disruptive technologies, or unique business models, are actively trying to create long-term dominance in their respective markets. These companies may not be market leaders today but possess the potential to significantly disrupt existing players and capture substantial market share over time.

Embracing Blue Ocean Companies

We also actively seek out challenger companies that, through innovative strategies, disruptive technologies, or unique business models, are actively trying to create long-term dominance in their respective markets. These companies may not be market leaders today but possess the potential to significantly disrupt existing players and capture substantial market share over time.

We also actively seek out challenger companies that, through innovative strategies, disruptive technologies, or unique business models, are actively trying to create long-term dominance in their respective markets. These companies may not be market leaders today but possess the potential to significantly disrupt existing players and capture substantial market share over time.

We are particularly interested in "blue ocean" companies that create new, uncontested market spaces, rendering existing competitors largely irrelevant. These companies often introduce novel products, services, or business models that unlock new demand and offer significant growth potential with less direct competition. By adhering to this dual-pronged investment philosophy, we strive to build a portfolio of exceptional companies positioned to deliver compelling long-term returns by capitalizing on enduring growth trends and superior business fundamentals. Our focus remains on identifying and investing in businesses that possess the vision, capabilities, and integrity to thrive across multiple growth cycles and create lasting value.

Dynavision is a proprietary family office that takes a long-term, fundamentals-driven approach to investing in both public and private space. As stewards of patient, unleveraged proprietary capital, we maintain the flexibility to invest beyond market trends, focusing instead on businesses with enduring value and sustainable competitive advantages.

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  • Avanta Business Annex, Statesman House, 4th Floor, Barakhamba, Connaught Place, New Delhi-110001
  • Level 3, South Block, 1, Arjun Nagar Safdarjung Enclave, New Delhi - 110029

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