Monarch Aif

Monarch Aif

Delivering Superior Returns Through High-Conviction, Long-Only Equity Investing

Complex or leveraged strategies — long-short, hedge-fund-style and quant funds. Often open-ended, within SEBI leverage limits.

Monarch AIF's investment philosophy is inspired by the wisdom of legendary investors including Phil Fisher, Warren Buffett, Peter Lynch, Joel Greenblatt, and Howard Marks. The core approach centres on identifying high-quality businesses across industries regardless of market capitalisation, with robust long-term growth potential and compelling valuation propositions — targeting attractive compounding that delivers high absolute returns outperforming both risk-free rates and benchmark indices. The fund operates as a strategically concentrated, closed-ended long-only vehicle with a portfolio of 20–25 high-conviction stocks focused on under-owned and under-researched businesses, with an emphasis on entry valuation and margin of safety. Key differentiators include: no exit load, a low fixed fee structure, performance-linked fees only above a hurdle rate, significant sponsor skin in the game (minimum 5% of AUM), and a medium-term investment horizon of 4 years (extendable by 2 years). The fund's singular goal is to deliver high absolute returns significantly surpassing both risk-free returns and benchmark index performance.

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