Vallum Capital Advisors Private Limited embarked on a journey on August 16, 2010. Founded by Mr. Manish Bhandari in the vibrant city of Mumbai, Vallum Capital Advisors reflects a visionary pursuit of tailored financial solutions.
Vallum Capital Advisors is an independent SEBI-registered PMS specializing in Mid & Small Cap investments. Grounded in the GARP philosophy, our Vallum India Discovery Strategy is designed for effective wealth creation through a long-only approach in Mid & Small Cap companies, consistently outperforming the BSE 500 TRI. Currently, we manage AUM exceeding Rs 1350 crores (close to $ 200 Million).
Our approach revolves around the Growth at a Reasonable Price (GARP) philosophy, strategically investing in middle & small cap companies. With a long-only strategy, we hold investments for 3-5 years, maintaining a low churn ratio to generate risk-adjusted returns. The portfolio focuses on wealth creation by identifying opportunities with strong leadership or unique business moats at reasonable valuations. Our primary goal is to outperform the benchmark (BSE S&P 500 TRI) over 3-5 years, net of fees.
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Industry
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Financial Services
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Company size
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11-50 employees
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Headquarters
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Mumbai, Maharashtra
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Type
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Privately Held
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Founded
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2010
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Specialties
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Portfolio Managers