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Counter Cyclical Investments is a SEBI registered Portfolio Management Service provider (Registration No: INP000006554) since July 2019. The firm specializes in identifying, evaluating and investing in fundamentally strong small-cap companies with significant growth potential. It follows a performance-fee-only structure with no upfront or fixed management fees and focuses on deep research, on-ground due diligence and long-term value creation.
The firm follows a small-cap focused, value-driven and counter-cyclical strategy. It seeks 'Gold at the price of silver' — quality small-cap businesses temporarily trading at depressed valuations due to cyclical downturns. The approach emphasizes strong promoter track records, low balance sheet risk, discounted valuation metrics, capital efficiency, governance integrity and margin of safety. The firm avoids sectors such as Financials, Real Estate, Gems & Jewellery and Technology, and prefers businesses insulated from technological disruption. Selling decisions are triggered by deterioration in fundamentals, governance issues, full valuation reflection, or discovery of superior opportunities.
Keshav Garg
Director
Alumnus of Fergusson College, Pune with over 15 years of experience in equity markets. Specializes in small-cap companies and has personally interacted with management of hundreds of companies. Responsible for day-to-day operations.
Gunit Narang
Principal Officer
MA Economics from Delhi School of Economics. NISM certified Portfolio Manager with experience in credit risk management and market research at American Express and Wells Fargo.
Mohit Rathi
Senior Analyst
M.Sc. Wealth Management from Singapore Management University and BA (Honours) Economics from Hindu College, Delhi University. Experienced in industrial processes and financial markets.
Madhur Rathi
Equity Analyst
BBA Finance from MITSOM College. CFA Level 3 candidate.
Love Gupta
Junior Equity Analyst
BBA from NMIMS Mumbai with 3 years of experience across equities and fixed income at Morningstar, Trafigura and Merisis Wealth.
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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.