IME Digital Disruption
India's only fund that invests exclusively in listed Digital Platforms
About IME Digital Disruption Strategy
Concentrated portfolio investing exclusively in listed digitally-native platform businesses
Tightly defined stock selection & portfolio construction methodologies
Private-equity approach to listed market investing
Fund managed by Ashi Anand - over 2 decades of fund management experience, with sustained outperformance
Why you need digital in your portfolio
Why you need digital in your portfolio
- Substantially higher growth
- Very strong core LT profitability evident
- Very strong business moats
- Consumers are becoming digitally native
- Tremendous wealth creation globally
Is investing in loss-making companies sensible?
Listed market investors misunderstand new-age digital platform business models.
Building the network requires large upfront investments. These investments help drive super-normal growth & very strong competitive moats.
Once the networks stabilise, these upfront investments can be pulled down sharply & monetisation can increase substantially.
Value-creation potential of this model seen globally
The large upfront investments leads to sustainable super-normal profitability & very high-value creation over the longer term.
This has been seen clearly in US Tech’s disproportionate value creation in the past decade. Very strong signs of the same happening in India going forward.
The trends for value-creation in Indian Digital Platforms is clear.
Strong Business Growth + Clear Path to Profitability = Significant Value Creation
Expected Profitability Timelines
