Our Approach

VIXAR believes that market leading businesses are built with sound strategy, focus on input metric and culture of operating excellence. The fund’s investment approach blends skilled investment judgment with owner’s mindset. We follow a disciplined, research-driven approach to identify high-growth businesses with strong fundamentals

Our Investment Process

Sector focus
Focused on following sectors (a) Financial services (b) Consumer (c) Pharma / healthcare (d) Business services
Top Down thematic thinking
Development of point of views including Identification of emerging themes for each of the focus sectors
Industry Attractiveness
Assessing long term attractiveness of industry through extensive discussion with operating teams
Company Attractiveness
Evaluation of company’s business model and operational claims through extensive primary research
Quantify ‘Change of Ownership Delta’
Detailed value creation plan to drive fundamental performance
Transaction structuring
Ability to execute complex transactions to generate returns

Our Selection Blueprint

The Key Factors driving Our Investment Choices

Sector / category leadership (Top 3)
Sustainable earnings growth
Gains in market share
Healthy ROCE and ROE
High free cash flows
Favorable ESG Incorporation

Our Value Creation

VIXAR is long-term owner of business. We view ourselves as Owners and not investors.
Firm’s competitive advantage comes from experience of owing multiple business and a disciplined portfolio management approach.

We understand that family-held companies often require the willingness to invest in the near-term to achieve your long-term objectives.
Many of our businesses require significant investment in people, infrastructure and other growth needs immediately after close.

Tog grading Management Teams
Transition from family-owned business to institutional ownership
Sharply Defined Strategy
We help in “de-bottlenecking” growth by prioritising key market segment
Operations Excellence
Focus on implanting technology to drive data driven decisions / efficiency.
Strategic initiatives
Drive inorganic acquisitions / strategic partnerships.
Capital Allocation Discipline
We collaborate with our business help optimise the capital structure / capital efficiency.
Exit
Full control over the exit being the majority shareholder.