Source: the firm’s investor schedule and live trading dashboard, as at 21 September 2026. Figures are gross and cumulative since inception unless stated otherwise.
The targets
The partners have set targets for the twelve months to September 2027: more than 300 investors, ₹40–60 crore of assets under management, and all eight strategies trading live, while maintaining 100% investor retention.
How
Growth is intended to come from roughly 180 further investors at ticket sizes consistent with the existing book, rather than through a single large mandate, and from Twin Oak, Willow, Cedar and Birch completing paper trading.
Objectives, not forecasts
Targets are objectives set by the partners, not forecasts or guarantees. Growth at this pace only counts if the record holds: live results continue to track research, and every month continues to be published.