Eterna Wealth Core Portfolio
Enduring Equity Growth
Strategy Approach
A long-term, bottom-up equity strategy focused on quality Indian businesses with durable advantages, disciplined valuation, and patient compounding to build enduring, intergenerational wealth.
How it Works
The Eterna Wealth Core Fund follows a disciplined bottom-up approach that is sector- and market-cap agnostic. It identifies quality Indian businesses—often in small and mid-cap segments—with sustainable earnings growth, strong RoE/RoCE, prudent leverage, and reasonable valuations. The strategy seeks companies that can endure cycles, not just outperform temporarily. By focusing on business fundamentals, management integrity, and valuation comfort, Eterna aims to build durable portfolios that compound steadily across decades. Analytical rigor and behavioral discipline form its true edge, emphasizing process over prediction, patience over impulsiveness, and enduring value over transient market fads.
Quality and Value in Harmony
The strategy prioritizes quality businesses that generate healthy returns on equity and maintain conservative leverage. Valuation discipline ensures investors don’t overpay for growth, creating a durable compounding foundation.
Behavioral Edge and Patience
Eterna’s behavioral advantage lies in resisting short-term distractions and maintaining conviction through cycles. True wealth creation demands patience; avoiding big mistakes often matters more than chasing perfect outcomes.
Adaptive Yet Principled Process
Eterna’s behavioral advantage lies in resisting short-term distractions and maintaining conviction through cycles. True wealth creation demands patience; avoiding big mistakes often matters more than chasing perfect outcomes.
Best Suited to
Investors seeking long-term equity compounding through fundamentally strong, well-managed businesses. Ideal for those prioritizing stability, discipline, and quality over short-term speculation or market timing.