Welcome to
Niveza Investments

An India focused, micro-cap, public equity Fund

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WHY NIVEZA
INVESTMENTS

We believe that value creation and growth are a function of meticulous planning. Focus on what is simple.

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We follow a detailed research process before finalizing any investment. We stay away from the herd mentality and prefer to go with Companies where we see deep value

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We aim to be proactive shareholders

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We act, ask critical questions, bring new ideas and support promising proposed solutions. Our goal is to act as a catalyst for long-term performance.

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We invest in limited stocks.

  • Invested in only 5 companies in last five years.
  • We love the patience game and we look for patient capital.
  • We aim to have a portfolio limited to 12 investments.

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P.E. approach to micro-cap, public Companies

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We communicate clearly and consistently while carrying out detailed competition, industry & financial analyses. We welcome contrary opinions.

OUR INVESTMENT PROCESS

We hold the firm belief that Indian companies are driven by the Promoter’s passion

WE FOLLOW THE MMM PRINCIPLE OF INVESTMENT
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Management
Quality
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Management
Governance
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Management
Leadership
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OUR INVESTMENT STYLE IS

Focused on a value unlocking, long-term approach

Management focus approach – We hold the firm belief that Indian companies are driven by the Promoter’s passion

We aim to bring change in the Company: from a promoter run to a professionally run organisation.

We follow a “Man to Management” strategy: for every Company we invest in, we dedicate an analyst who mirrors the management.

Focus on fewer but quality transactions (Average of One Transaction per year over the last 5 years with yield in the range of 5-10x)

RESEARCH, RESEARCH, RESEARCH

Research is our raw material and our primary asset. We invest the time and effort in strong and unbiased research

We aim to understand any Company from the outside as well as from the inside through
INVESTMENT PHOLISOPHY

Our investments are sector agnostic.

Investments include companies in specialty chemicals, carbon, electro-magnetic & electrical, synthetic yarns & fabrics. We hand pick Companies after a thorough due diligence process backed by in-depth research.
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Research

Our investment process is based on in-depth macro and micro research.

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Finding The Gems

We find undiscovered, under-researched, undervalued and under-owned.

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Numerical Narrative

We realize that valuation metrics and key ratios don’t lie.

WE FOCUS ON THE INTANGIBLES

An imperative part of understanding the inner nuances of a Company & its stakeholders

ASSUME THE COMPANY TO BE A HUB AND SPOKE SYSTEM

The Promoter being the hub while the spokes can be the CEO, the Board of Directors, the promoter’s family members

We believe his lifestyle, habits, motivational factors, emotional stimulants, psychological tendencies, personality traits are equally important to the long-term growth of the Company

ABOUT NIVEZA INVESTMENTS

We believe in the ever-burgeoning potential of India and our aim is to participate in the unlocking of its long-term value.

Ownership Stakes

Niveza aims to acquire significant ownership stakes of between 5-10%

Consciousness on ESG

Investment decisions are based on clear criteria and we pride ourselves on a consciousness on ESG (Environmental, Social, and Corporate Governance)

50 Years Experience

With experience of over 50 years that includes Company & Market Research, Investment banking, and Fund management Governance

MEET THE TEAM

We believe in quality over quantity. The focus is on a smaller number of quality stocks diversified by industry rather than a larger number of investments

Sanal Kumar

Sanal Kumar has been doing ground breaking work in capital markets and finance industry for over 20 years.

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Aman Nanda

Aman Nanda has under a decade of experience as a Private Advisory Specialist within the financial services industry.

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CONTACT US

We would love to connect with you

Phone: +971 4 457 8911
Email: info@nivezainvestments.com

A lightbulb turned on when we realized the investors we admire the most (and this admiration comes only in part from the amazing success they’ve achieved) tend to share one characteristic: They are concentrated value investors. That is, they adhere to a concentrated approach to portfolio construction, holding a small number of securities as opposed to a broadly diversified portfolio.