Annapurna Harvest
Value Portfolio — Low-Medium Risk, Moderate Return
"In the short run, the market is a voting machine. In the long run, it is a weighing machine." — Benjamin Graham
A disciplined value investing portfolio inspired by the time-tested investment philosophies of Benjamin Graham, David Dodd, Warren Buffett, and Charlie Munger. The portfolio systematically targets high-quality companies that are trading at a material discount to their intrinsic value — offering a compelling margin of safety to investors.
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Intrinsic value computation models — Discounted Cash Flow (DCF), Dividend Discount Model (DDM), and asset-based valuation methods are deployed to systematically identify undervalued securities across the NEPSE universe.
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Quantitative screening engines — Filter the investment universe for low P/E, low P/B, and high dividend yield stocks, while qualitative overlays assess management quality, competitive moat, and corporate governance.
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Strict margin-of-safety discipline — Enforces strict valuation discipline — no investment is initiated unless the security trades at a meaningful discount to its estimated intrinsic value.
RISK CONTROL — THREE-LENS FRAMEWORK
(1) Catalyst identification — determining price recovery drivers, (2) duration assessment — evaluating expected re-rating timelines, and (3) continuous intrinsic-value validation as new financial data arrives.
Low-medium risk, moderate return