Clarus: Investing for value beyond

Clarus has invested in core sectors – Enterprise Technology, Financial Services, Healthcare, Consumer, New Economy, and Manufacturing for 20+ years. The sector-wise organisation of the investment team helps focus on strong fundamentals. It helps us differentiate megatrends from temporary displacements, identify companies that can benefit from those megatrends, and bring our experience to add value for these companies.

Clarus prides itself on its highly disciplined and institutionalized approach to investing. We focus on high-ROCE sectors and meticulously evaluate risk versus reward in both growth and control investments, comparing performance against benchmarks and valuation against 10-year averages. We take pride in being valued investors but also understand that, sometimes, one needs to pay up for quality.

We operate with a long-term mindset. With a 5–7-year horizon, our strategy emphasises looking beyond the froth or pessimism of prevailing sentiment and focusing on a business’s true, long-term value. This approach seeks to drive sustained value creation and growth, prioritising overlooked opportunities and long-term potential over short-term gains.

Investment philosophy centers on patient capital with a 2-5 year hold strategy, focusing on sustainable growth and long-term value creation. While disciplined investments are prioritized, opportunistic calls may also be taken.