We are contrarian, patient, and opportunity-focused.
We are a boutique investment firm created as a result of amalgamation of a few family offices. The Fund is an owner-operator model wherein investors also run different business operations.
This combination of operating experience and traditional security analysis drives investment decisions at Stoic Ataraxia where we invest as though it were our own money – because it is.
We are a patient capital allocator and believe in seeding upcoming sensible fund managers who might not yet have created a track-record. We believe investment skill is not solely dependent on experience or a demonstrated track-record.
India
We are convinced that the inherent growth potential of Indian market rests in successfully unlocking the huge potential of its population. Stoic Ataraxia certainly has presence in the developed parts of the world, but our main focus is on India.
The many fantastic entrepreneurs and employees of companies operating in India that we have come across during our travels, never ceases to amaze us. Their knowledge, energy and visions inspire us, and it is in such ventures we are prepared to make substantial investments. These companies constitute the basis for wealth creation, and it is through their endeavors that poverty is eradicated. The more of such dynamic individuals, the better. However, such entrepreneurial spirits also need a robust framework; hence the need of a supportive legal state and institutions that allow market forces to operate as efficiently as possible.
Moreover, if countries try to reduce inefficient allocations of capital and labour (best done through lower taxation on these wealth creators), simplify trade, fight corruption, they offer hope for a more prosperous future.
Also, of great importance for a India, is the income distribution across the various members or groups of the society, where a broad and well-established middle class as a stabilizing factor is instrumental. The most important equality reform however, is an educational system that is inclusive and available to as many as possible. You never know where the new entrepreneur or “Einstein” can be found?
The country we like the most and where we have allocated most resources to is India, a fast-growing economy, faster than the growth rate of China. Corruption, however, is still an embedded problem, but as we understand it, a lot of measures are taken to fight this problem.