Stoic Investment Trust — Stoic Investment Advisors | wisefolio

Stoic Investment Trust

Invest rationally. Stay disciplined.

IN/AIF3/24-25/1589Cat III

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

Overview

About

Stoic Investment Trust is a SEBI-registered Category III Alternative Investment Fund managed by Stoic Investment Advisors Private Limited, an India-focused investment platform. The firm is known for its disciplined, long-term approach to investing, drawing inspiration from value investing principles and stoic philosophy. Through its AIF structure, Stoic offers investors access to actively managed public market strategies, focusing on high-quality businesses with strong fundamentals and sustainable growth potential. The platform emphasizes research-driven decision-making and aims to deliver consistent risk-adjusted returns over market cycles. With a growing investor base and a strong digital presence, Stoic has positioned itself as a modern investment firm blending traditional investing principles with contemporary portfolio management practices.

Investment Philosophy

Stoic follows a long-term, value-oriented investment philosophy rooted in discipline, patience, and rational decision-making. The firm focuses on identifying fundamentally strong businesses, maintaining a long-term horizon, and avoiding short-term market noise while emphasizing capital preservation and compounding.

Team— 1

Puneet Khurana

Founder & CIO

Puneet Khurana is the Founder and Chief Investment Officer of Stoic Investment Advisors. He leads the firm’s investment strategy and is known for his disciplined, long-term value investing approach.

Registration

SEBI Registration

SEBI-registered

Reg. NumberIN/AIF3/24-25/1589

VintageSept 2024 · 2 yrs old

Valid ToPerpetual

Contact PersonPuneet Khurana

AddressHouse No 108, Sector 7A,, Sector 7A, Faridabad,, Faridabad, Haryana, 121006

Insights

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Disclaimer

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