2Point2 PMS

PMS

IME's View on 2Point2 PMS

AMC View

2Point2 Capital is a boutique PMS firm founded in 2015 by Amit Mantri and Savi Jain, both IIT-IIM graduates and CFA charterholders, with prior experience in private equity and hedge fund investing. 2Point2 is sharply focused on a single strategy—a concentrated, value-oriented equity portfolio.

AMC Pedigree

2Point2 has matured, and the team has proven its ability to execute its stated investment philosophy since 2015. While the firm operates with a lean structure centred around a single strategy, its well-researched published works have triggered large market corrections and auditor exits (e.g., FMCG, internet, and textile company critiques) - a testimony to their research credibility.

Team Pedigree

Both Amit and Savi have experience in reputable private equity/hedge funds, but they are considered less experienced compared to managers in more established PMS setups. Amit Mantri brings experience from Tano Capital, a mid-market PE fund, while Savi Jain was formerly with Hornbill Capital, a hedge fund backed by Orchid Asia, and previously worked at Zephyr Peacock. Together, they bring over 27 years of combined experience in institutional investing and apply that to public markets via a fundamental, long-term lens.

Investment Philosophy

At the heart of 2Point2’s investment approach is a strong emphasis on capital preservation, followed by the pursuit of long-term absolute outperformance. Grounded in value investing principles, the fund focuses on buying high-quality businesses at reasonable valuations, with a clear margin of safety. Each investment undergoes private equity-style diligence, including 4–6 months of forensic checks and on-ground research. While the fund is both sector- and market-cap agnostic, it maintains a structural bias toward mid- and small-cap companies and consciously avoids real estate, commodity, and core infrastructure sectors.

PMS Background

2Point2 Capital is a relatively young PMS, that is co-founded by Amit Mantri and Savi Jain in 2016. Focussed on a value-investment approach and backed by the PE & Hedge fund experience of their founders, 2Point2 Capital has scaled up to a mid-sized PMS in a relatively short-period of time. Backed by PE & Hedge Fund experience of founders 2Point2 Capital is a young AMC with relatively inexperienced core-founding & investments team, 2Point2 Capital is still to prove its credentials as a serious long-term player.

PMS Investment Philosophy

2Point2 capital follows a value-based investment style, following the footsteps of legendary value-investors Benjamin Graham, Warren Buffett and Charlie Munger. The approach is to buy businesses that trade at a discount to their intrinsic value and have a strong competitive moat, provide a margin of safety, have strong governance standards and are in sectors that have long-term growth opportunities. Businesses chosen for investment based on: 
  • Competitive Moat: Businesses that have a strong competitive moat are able to create shareholder value. They seek to invest in businesses that have a strong competitive moat. Competitive moat that attract them are those driven by strong brands, distribution strength, having a cost advantage, technology  and high switching cost. This showcases high capital efficiency and are cashflow positive. Also try to avoid businesses driven by regulations and political linkages. 
  • Margin of Safety: Seek to maintain valuation discipline by investing only at discount to intrinsic value resulting in margin of safety. This may lead to staying in cash in periods of unreasonable euphoric market and investing in periods of distress. Follows the principle of 'Be fearful when others are greedy and greedy when others are fearful'. 
  • Corporate Governance: Believe in stabilized long-term returns can be achieved by partnering with  managements which treat minority shareholders as equal partners. Avoid partnering with businesses with weak corporate governance practices and invest only in businesses with ethical management teams. 
  • Sectors: Prefer to invest in sectors that have long term growth opportunities. Avoid investing in highly regulated sectors, sectors linked to commodity prices, 'fad' driven sectors and sectors exposed to technological disruption. Also avoid investing in sectors that over long period generate accounting profits and not cash flows.  
Suitable for Investor's seeking to invest in a value-oriented portfolio.

Investment team

Amit Mantri | 4-star rated FM

Co-Founder & Fund Manager | 16 yrs Experience | 10 yrs at current firm

Past Experience: Hornbill Capital (VP), IDFC Alternatives, Zephyr Paeacock (VP)

Amit comes from a private equity background, with 5 years of PE experience at Zephyr Peacock and a short stint at IDFC Alternatives. Prior to founding 2Point2 Capital, Amit spent a year at Hornbill Capital (a Mumbai based hedge fund, co-sponsored by Orchid Asia - manager of $3bn+ of Asian equity assets).

Savi Jain | 4-star rated FM

Co-Founder & Fund Manager | 17 yrs Experience | 10 yrs at current firm

Past Experience: Jashn (Director), Tano Capital (Director), Frontline Ventures (Analyst)

Savi comes from a private equity background, with around 6 years of experience in Tano Capital (Mumbai based PE fund managing over $200 mn of assets) & Frontline Ventures.

Recommended Funds

2Point2 Long Term Value

1 Year
6.6%
3 Year
25.1%
5 Year
24.1%
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