Differentiated
thinking for a disproportionate outcome

Profile

We are an equity portfolio management company that combines the fund management flexibility of a successful investment boutique with the scalability and expertise of a major investment house

Our vision is to be your preferred equity portfolio manager chosen for our investment philosophy and our personal relationships

  • Bellwether Promise

    Everything we do is led by a set of simple promises that are at the core of Bellwether's philosophy. We invest in managements of listed equity, for the medium to long-term, banking on their vision and execution ability to unlock value.

  • Our Approach

    Though our portfolio is a mix of large-caps and mid-caps, our investment focus is biased towards mid-cap stocks with a potential of becoming large-caps. This provides ample opportunity for a reasonably attractive return on our mid-cap bias.

Unrestricted to desktop,
our research is the key to unlocking
the intrinsic potential of a business

Why Bellwether

  • Structure Equity Portfolio

    Combining the fund management flexibility of a successful investment boutique, with the scalability and expertise of a major investment house

  • Family Office

    Managing equity portfolios for private clients and their families and where called upon, rendering general investment advisory services on asset allocation

  • Flexibility

    Recognising that the service model offered by large fund management houses and private banks may be inappropriate for certain individuals

  • Administration

    The administration of each portfolio is streamlined with regular, easy-to-understand information on its progress
     

  • Expertise

    Positioned to leverage our inherent expertise in recognising, analysing and monitoring investment opportunities

  • Customisation

    Understanding a client's personal circumstances and working around them

Performance at a Glance

Our performance is driven by our strength and focus as asset managers

From April 1, 2004 To Sept 30, 2019 Bellwether Return (%) Large Cap Return Sensex (%) Mid Cap Return CNX 500 (%) Comments
Total Return 1680.20 552.55 487.76 Bellwether has returned more than Triple the Sensex return
Compounded Annualised Return 20.49 13.14 12.36 15 years of comprehensive and sustained outperformance
Total Return
Bellwether Return (%)989.42
Large Cap Return Sensex (%)370.27
Mid Cap Return CNX 500 (%)365.30
CommentsBellwether has returned more than double the sensex return
Compounded Annualised Return
Bellwether Return (%)21.15
Large Cap Return Sensex (%)21.18
Mid Cap Return CNX 500 (%)13.08
CommentsComprehensive and sustained outperformance
Long-term horizon to
create sustainable wealth