The Golden Bird Investment Trust, a SEBI-registered Category III Alternative Investment Fund (AIF), provides a robust investment platform for sophisticated investors seeking exposure to India’s equity markets. We actively invest in both listed and unlisted equity securities, focusing on businesses with strong fundamentals, scalable growth potential, and competitive advantages.
Our strategy includes flexicap investments across large-cap, mid-cap, and small-cap companies, as well as high-potential unlisted firms in sectors with favorable tailwinds. As an open-ended fund, we dynamically manage portfolios to adapt to market conditions while aiming for long-term wealth creation.
With a sector-agnostic approach and strict compliance with SEBI regulations, we ensure transparency, disciplined investing, and proactive monitoring to deliver superior risk-adjusted returns.
Tailored for HNIs and institutional investors, our fund combines rigorous research with strategic management to capitalize on India’s growth opportunities.
Our investment philosophy is built on the following core pillars:
We invest in businesses that have proven their resilience by successfully navigating at least one economic downturn. A strong balance sheet serves as a cornerstone of this resilience, enabling survival during challenging periods and positioning the business to seize opportunities during economic upswings.
While public sector enterprises are integral to the economy, we exclude them from our portfolio due to inherent inefficiencies such as bureaucratic delays and suboptimal resource utilization, which can adversely impact shareholder returns.
Our disciplined investment approach is guided by rigorous criteria designed to identify high-quality opportunities while mitigating risks. These include:
