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 To June 30, 2017 Bellwether Return (%) Large Cap Return Sensex (%) Mid Cap Return CNX 500 (%) Comments
Total Return 1357.39 421.83 424.25 Bellwether has returned more than Triple the Sensex return
Compounded Annualised Return 22.40 13.27 13.31 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