20 Years of Value Investing
Reporting Date: 31 Dec 2024
Reporting Date: 31 Dec 2024
Inception Date: 11 May 2017
Reporting Date:31 Dec 2024
Inception Date: 01 April 2005
Carefully Crafted
Concentrated
Portfolio
Test
Long Only Strategy - Time Horizon 4-6 Years
Test
Expected returns 6% to 10% Alpha over Index returns
Test
Two Decades of Value Investing experience
Test
Investment Approach
We Think differently
- Our investment decisions are driven by fundamental research.
- We look past short-term noise, to prioritize long-term results.
- A mix of macro forecasting along with deep micro analysis.
- To beat the market our portfolios must deviate from the benchmark.
- Therefore, we focus on the less fancy but high potential stocks.
- We focus on generating wealth – consistently for our investors.
- We also offer a special Performance Based Plan, in which profit sharing fee is charged only when the growth in the portfolio crosses the hurdle rate. Therefore, no fee, till the hurdle rate is achieved.
- We have skin in the business, as our personal investments are in the very same stocks as our investors.
Do Business differently
Performance - Seers Enduring Portfolio
Services we offer
Portfolio Management Services
Founding Team
Rajesh Seth (CEO)
is a Fellow Member of Institute of Chartered Accountants of India since 1987 and an Associate Member since 1982.
Chander Bhatia (CIO)
is a qualified Cost and Management Accountant from the Institute of Cost Accountants of India. He also holds a Master’s degree in Commerce.
Shaleen Seth (VP Research & Analytics)
holds a Masters’ degree in finance, a diploma in International Business and a Bachelors Honours degree in Commerce from Kirori Mal College (Delhi University).
Our Story
Seers Group was seeded by FCA Rajesh Seth and CMA Chander Bhatia, who have been investing in Indian Equities in their individual capacities since nineties. They joined hands in 2005 to practice ‘Value Investing’ with the help of fundamental research on Indian Listed Companies.
The experience and wisdom they have gathered while testing waters by investing their own capital for over a decade has helped them craft a well tested investment philosophy and strategy. Success of the strategy can be seen by the 38% plus annualized return that it has been able to generate for more than 16 years now(2005 – to date).
We are a small and dedicated team, passionate about wealth creation through investing in Indian equity markets.
The core of our investment strategy is identification of macro-economic trends and profound research involved in identification of companies that we believe will benefit the most out of these changing trends.
We have spent the last 20 years learning – developing a strategy and have tested it upon ourselves.