At Laurel, we are inspired by the Jain principle of 'Anekantavada'. Translated literally, it means “no-one-perspective-ism”; in other words, the multiplicity and relativity of views. We find this view apt for the markets, no one formula/ thought works all the time thus we do not create silos & are open to exploring every opportunity.
Laurel brings together cumulative research experience in excess of 100 years.
The team is diverse in qualification, exposure & thought process.
We have individuals who have 4-40 years of experience & we debate as equals.
a blend of new age thinking with the guidance of an experienced mind.
a blend of passion & calmness
Laurel is not bound by any limitations as has been imposed on some investment vehicles especially mutual funds.
The median return of the active equity schemes of mutual funds for 10 years is 8% which is lower than index. The best performance was 17 % CAGR.
On backtesting the stock pool of Laurel delivered a return of 25% CAGR. Actual portfolios have done better.
At 8% CAGR, an investment of 1 crore would be 2 crores in 10 years. While in 20 years, the value would be 14 crores.
At 26% CAGR, an investment of 1 crore would be 10 crores in 10 years. While in 20 years the value would be 100 crores.
While we do not promise or indicate any returns but history does rhyme.
We manage small pools of capital & find entry-exit easier.
Our approach is hands on & research is a constant activity thus no two portfolios are same. Either the weightage or names undergo a change taking various factors into considerations.
We have a simple onboarding process & no complicated POAs, no new demat/broking accounts have to be opened.
Our strength is advice & we deliver that with the control remaining with the client.
Statistics : September,2020.