Why are we called MOAT?
Back in the days, moats were depressions around a castle, usually filled with water, serving as a preliminary line of defence. We believe that it really is the same with businesses as well! All businesses attract competition and `moats’ protect them from the competition that wants to move into their profit pool!
So Moat, a terminology coined by the legendary investor Warren Buffett, actually refers to a business’ ability to maintain competitive advantage. This advantage is difficult to mimic or duplicate and so creates an effective barrier of entry for competitors. We believe the wider a business’ moat, the more likely is its ability to stand the test of time. Which is why we are always on the lookout for businesses with moats, some of the biggest clues of which actually lie in their financial statements!
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11+
Years of experience
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185+
Total Clients
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₹ 2000+ Million
Total AUM
Emerging Moat
We want to create 500 Rupee Billionaires in 20 years or less using emerging moat businesses by compounding money...
Moderate Compounders
To generate sustainable returns over the medium to long term by making investments which primarily comprise of equity securities...
Special Opportunities
Special opportunities investment can take many forms and involve a number of asset classes. They often arise from...
UpperCrust Wealth Fund
UpperCrust Wealth Fund is a multi-cap core and Satellite themed PMS. Our strategy follows a set of guidelines that help us cherry-pick quality businesses ran by premium management, all while bearing in mind our client's investment objectives.
UpperCrust Growth Fund
UpperCrust Growth Fund (UCGF) exclusively invests in a blend of Mutual Fund schemes & ETF portfolios. The investment objective of this Fund of Fund (FOF) scheme is to generate long-term capital appreciation by investing in open-ended diversified equity schemes which consist curated basket of 10-15 mutual funds & ETFs basket of 10-15 mutual funds & ETFs.
