2Point2 Capital is an investment firm which focusses on taking high quality publicly listed Indian companies at a reasonable valuation for the long term through concentrated bets. The firm was cofounded by Mr. Amit Mantri and Mr.Savi Jain who have combined experience of 17 years primarily in private equity and hedge fund industry. The firm’s investment philosophy is guided by the value investing principle of buying a security at a discount to its intrinsic value. The firm invests in a business rather than a stock and continue to remain agnostic to their daily fluctuating stock price as long as they continue to believe in it.
Mr. Amit Mantri has 8 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 is a CFA charter holder, has a Post-Graduate Diploma in Management from IIM, Bangalore and a B.Tech in Computer Science and Engineering from IIT Kharagpur.
Mr. Savi Jain has 9 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 charter holder.
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.To Know the Strategy Performance Click Here ...