Client built shadow portfolio via 4-step funnel to spot investible South Asia consumer plays
18 Mar 2020
1 min read
Identifying growth drivers and investment themes applying multiple lenses in the consumer space across multiple geographies in Asia
Context
A deep sector scan in the consumer space aligned with the fund strategy of the client
Our Approach
Using a multi-step funnel approach, we identified investible target companies
Step 1: Defined addressable universe and determined a possible list of opportunities aligned with fund investment philosophy by applying different lenses
Step 2: Filtered out a long list of segments basis size of key players, market size and growth prospects
Step 3: Shortlisted segments basis an attractiveness scorecard comprising market size, growth prospects, and potential risk and hurdles
Step 4: Created a shadow portfolio after applying filters for the profitability of the segment, opportunity to find an investible target, deal themes, and path to leadership