Founded in 2013, Jaguar Capital is a Kathmandu-based private investment firm with a primary focus on alternative investments. However, it was only in 2016 that we officially began our investment journey. Our mission is to create long-term value for our investors through the careful stewardship of their capital. The firm’s investment philosophy is based on a disciplined and repeatable process that is focused on fundamental investing and is overseen by experienced investment teams. Jaguar’s investment approach is dedicated to pursuing strong, consistent risk-adjusted returns across distinct market cycles and macro events.
What We Do
Since Jaguar's inception, we have been continuously striving to make significant impact in the capital market sector. Over the years, we have gained great knowledge and expertise in six diverse areas.
Stock Market
As part of our diversified portfolio approach, a portion of our holdings is
methodically invested into the stock and bond markets. We segregate our
liquid investment portfolio into short and long term cohorts which are either
geared for near term capital gains or for long term returns. Our over decade
long experience in this field with proven track record of regularly exceeding
market returns gives us an edge in the market.
Fund Management
Fund Management has always been one of Jaguar Capital’s core
competencies. Though our current strategy involves investing based on
private capital, we shall gradually move towards creating diversified as well
as sector-specific funds in the future. This, we shall achieve by becoming a
licensed fund manager through SEBON. We believe that track record and
investment strategy towards generating alpha are important components of
fund management.
Financial Advisory
One of our primary goals has always been to use our knowledge and expertise to support startups as well as SMEs in the country. To cater to this segment, we provide a wide range of advisory services to assist young businesses such as perform company valuations, Due Diligence Audit (DDA), create business plans, provide business strategies and manage accounting processes. We also assist young startups in raising funds as well any loan syndication requirements.
Private Equity
During the past decade or so, private equity has gradually been gaining a
footing in the capital market arena. Generally, collateral-based debt was
viewed as one of the few reliable sources of financing available to businesses.
However, lack of physical collateral made it impossible for many great
business ideas to obtain such facility. This is where private equity firms like
us can have a major impact on the ecosystem. We provide private capital in
the form of venture financing to unique startups and SMEs with proven track
record.
Real Estate
Due to lack of investment opportunities, real estate has been one of the
primary forms of investments for the past 3 decades. It has also been one of
the highest ROI generating segments in the country. Besides the returns, it is
also widely considered as one of the safest forms of investment in the
market. We believe that real estate is an essential asset class which not only
reduces the level of risk but also adds to the return potential for any well-
balanced portfolio.
Investment Research
We believe that thorough research and analyses are crucial when making any important investment related decisions. Hence, we create various research reports for our internal as well as external decision making processes. For our advisory clients, we provide a wide range of research reports and analyses especially in the field of capital market. These types of research includes, but are not limited to, stock analysis, market research, fundamental & technical analysis, sector research, derivatives, commodities, forex, etc.
Investment Philosophy & Strategy
Importance of Risk Management
Our goal is not lofty investment performance but superior performance with
minimal risk. Above-average returns during good times are not necessarily a sign of
greater aptitude; it takes superior performance in difficult times to prove that those
good-time gains were earned through skill, not simply the acceptance of higher risk.
Thus, rather than merely searching for prospective profits, we place equal priority to
preventing losses. We reduce the level of risk through strategic allocation among
diversified sectors.
Emphasis on Consistency
Consistency over the long run is an important characteristic for any kind of
investment management platform to reach the summit. Oscillating between top-
quartile results in good years and bottom-quartile results in difficult years does not
indicate a sound investment strategy. It is our belief that a superior record is best
built on a high average rather than a mix of brilliant successes and dismal failures.
Opportunities in Market Inefficiency
We feel that talent and perseverance can lead to a "knowledge advantage," and
thus to potentially superior investment results. Our belief is that in so-called
efficient markets, where large numbers of participants share roughly equal access
to information, there are very few arbitrage opportunities. In less efficient markets,
we can use our knowledge and expertise to gain an advantage in generating higher
ROI.
Benefits of Specialization
There is no doubt diversification plays an important role in reducing risk in any
portfolio. However, within the portfolio, we believe that there has to be an equal
emphasis on specialization which is generally backed by thorough research and
expertise. We place great importance on specializing within our core business
segments to maximize our return potential whereby limiting our risk factors.
Priority Areas
We have a strong focus on core areas that are more aligned with our circle of competence – stock market, hydropower, real estate and private equity. Our expectations from these segments can be outlined through the chart below.
Priority Areas
We have a strong focus on core areas that are more aligned with our circle of competence – stock market, hydropower, real estate and private equity. Our expectations from these segments can be outlined through the chart below.
