We are bottom-up fundamental investors adhering to the value investing philosophy as practiced by Philip Fisher, Warren Buffet, Prem Watsa and other stalwarts.We live by a simple principle when it comes to stock market investing"When profits of the company go up, stock prices go up and vice versa"Our Investment Philosophy"Buy quality businesses at reasonable valuations and hold till the company executes."What is a quality business?Business has a competitive advantage – a moatConsistent high Return on Equity & Return on Capital EmployedLow / No DebtHonest Management, sense of stewardshipPortfolio CompositionWe do not categorize our investments into small/mid/large cap stocks. but buy businesses that have a demonstrated superior execution capability in the past, hold promise for the future and are available at cheap enough valuations.Our model portfolio typically consists of 8-10 high quality businesses.