About

I want to start a partnerships modeled after the original Buffett partnerships. The fund will have no management fee, a high water mark, and only charges a performance fee on profits that exceed a 6% hurdle. I view this website as a vehicle that allows us to keep track of our portfolio performance. As of now, there are no outside investors.


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Portfolio

South Indian Bank

South Indian bank provides retail and corporate banking, And other banking activities such as debit card, third party financial product distribution, in addition to Treasury and Foreign Exchange Business.Has strong presence in south India and particularly in Kerala.

Website: southindianbank.bank.in/

Tamilnad Mercantile Bank

TMB is a 100-year-old leading private sector bank in India with 614 branches out of which 73% of the branches are based in Tamil Nadu. It offers an array of banking and financial services to retail customers, micro, small, and medium enterprises.

Website: tmb.bank.in/

Indusind Bank

IndusInd Bank is one of India's leading financial services brands. serving over 42 mn customers nationwide.It is also India’s 2nd largest microfinance lender banking network spans 3136 branches/banking outlets and 2870 ATMs spread across India.

Website: indusind.bank.in

Alpha Metallurgical Resources

Alpha Metallurgical Resources is a Tennessee-based mining company with operations across Virginia and West Virginia. With customers across the globe, high-quality reserves and significant port capacity, Alpha reliably supplies metallurgical products to the steel industry

Website: alphametresources.com

Powergrid InvIT

Powergrid InvIT (Infrastructure Investment Trust) owns, constructs, operates, maintains, and invests in power transmission assets in India. It is sponsored by Power Grid Corporation India Ltd and is also responsible for managing the InvIT, providing the initial portfolio assets, and undertaking investment decisions related to its assets.

Website: pginvit.in/

IDFC First Bank

IDFC First Bank is an Indian private sector bank based in Mumbai. Founded in 2015 as a banking subsidiary of IDFC Limited, it shifted focus from infrastructure financing to retail banking after its 2018 merger with Capital First. In 2024, IDFC First Bank took over the parent company IDFC Limited in a reverse merger. it has expanded its product range, including loans, deposits, and wealth management, and introduced new products like home loans, credit cards, FASTag, etc.

Website: idfcfirst.bank.in/

Nil

We have so far not sold any of our business

Investing Philosophy

We invest in undervalued stocks of simple businesses which we understand and maintain a concentrated portfolio with long runways.

We look to partner with people who are aligned on above principle and take long-term view, please reach out to Mani via manisuriyakbs1998@gmail.com