2Point2 Capital

2Point2 Capital is an investment firm that focuses on taking concentrated bets for the long term in high quality publicly listed Indian companies at reasonable valuations. As investment managers, our primary goal is to protect capital followed by our goal to generate returns that exceed the equity index return over the long term. 2Point2 was co-founded by Amit Mantri and Savi Jain. They have a combined investing experience of 20+ years, primarily in the private equity and hedge fund industry.

Fund Managers

Mr. Amit Mantri

Co-Founder

Amit Mantri has 10 years of investing experience across private equity and public markets. In his last role, he was a Vice-President at Hornbill Capital, a Mumbai based hedge fund. Hornbill is co-sponsored by Orchid Asia which manages US$ 3.0 billion of equity capital for Asia. Prior to Hornbill, he has been part of the private equity investment team at IDFC Alternatives and Zephyr Peacock. At Zephyr Peacock, Amit was part of the investment team that completed transactions in the logistics, IT infrastructure services, pharmaceuticals, clean-tech and financial distribution industry. He has served on the Board of 20 Cube Logistics as an Alternate Director and was part of the team that launched Sri Lanka’s first private equity fund. Amit has a Post-Graduate Diploma in Management from IIM Bangalore and a B.Tech in Computer Science and Engineering from IIT Kharagpur. He is also a CFA® charterholder.

Mr. Savi Jain

Co-Founder

Savi Jain has 11 years of experience in the asset management industry, more than 6 years of which were in the private equity Industry. In his last role, he was an Associate Director at Tano Capital, a prominent Mumbai based private equity fund that manages more than USD 210 million worth of assets. He served as a Director on the Board of MSH Sarees that owns the popular ethnic wear brand 'Jashn'. Prior to Tano, he was with Frontline Ventures, another private equity fund. He has evaluated more than 500 investments in diverse industries in his 6 years in private equity. Apart from several unlisted investments, he has been involved in making marquee listed investments such as Astra Microwave, Shilpa Medicare, DCB Bank and Safari Industries. Prior to his private equity career, he worked in ICICI Prudential Life Insurance with their actuarial/investment team that managed more than INR 300 billion in equity and debt assets. Savi received a Bachelor’s degree in Industrial Engineering from IIT Kharagpur. He is also a CFA®  charterholder.


Strategy

2Point2 Capital - Long Term Value Fund - MULTI CAP

2Point2 Capital - Long Term Value Fund was incepted in 2016. The primary goal of the strategy is to protect the capital of the investors and to generate high Alpha i.e returns higher than the Index in the long term. Being a Multicap strategy, the majority of the allocation of the AUM remains towards the Small cap in order to yield high Alpha. The portfolio is a concentrated portfolio of 15 stocks which are shortlisted on the investment philosophies of the firm- Strong Moat, High ROE, and Free Cash Flow Generation and available at a reasonable valuation.

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