Banyan Tree Advisors is a portfolio management company established in 2004, and based in Bangalore and Mumbai, India. We are registered with the Securities and Exchanges Board of India (SEBI), and are subject to its rules and regulations regarding capital requirements, disclosure and auditing norms.
As of Feb 2018, we manage Rs. 1,357.30 crores ($208.49 m) from 851 clients.
We are value investors. Our objectives for our investors are three-fold: first, to preserve capital, second to beat the risk free rate of return, and third, to beat the equity index rate of return. We try to achieve this by investing for the long term in high quality companies at prices that are at a reasonable discount to their intrinsic value. Here is a quick overview of what we do.
As a wise man said, there are only two rules of investing:
Rule 1: Don’t lose money.
Rule 2: When in doubt, refer to Rule 1.
Your most important objective for your investments should be capital preservation – ensuring that you do not lose money. Stock markets are extremely volatile, and it is extremely easy to lose your capital if you are not careful.
Here are three investing objectives that should guide every investor seeking to invest in the equity markets.