2point2 Capital

2Point2 Capital Advisors LLP is a SEBI registered Portfolio Management Services (PMS) provider (vide registration number INP000005190).

About the AMC

  • Co-founded in 2016 by Amit Mantri and Savi Jain. They were batchmates at IIT Kharagpur during graduation.
  • The founders studied together at IIT Kharagpur more than a decade back. “2.2” is the length in kilometers of the arterial road that runs through the center of IIT Kharagpur.
  • Amit Mantri (co-founder), Savi Jain (co-founder), Bhavit Visaria (operations head).
  • Amit Mantri (IIT KGP 2007, IIM B 2010)- CFA charterholder, former VP Hornbill Capital (2015-16), former Associate IDFC Alternatives (2014-15), former VP Zephyre Peacock India (2010-14).
  • Savi Jain (IIT KGP 2008)- CFA charterholder, former Associate Director Tano Capital (2012-16), former Board of Directors MSH Sarees (Jashn) (2015-16), former Analyst at Frontline Ventures (2010-12), former Manager at ICICI Prudential Life Insurance Company Ltd. (2008-10).

Investment Philosophy (for firm)

Guided by the value investing principle of buying a security at a discount to its intrinsic value.

Investments are selected based on the following criteria:

  • Competitive Moat- The competitive moats that attract us are those driven by strong brands, distribution strength, inherent cost advantages, technology/IP and high switching costs.
  • Margin of Safety-Our valuation of businesses is absolute and not relative. We steadfastly follow the principle of ‘Be fearful when others are greedy and greedy when others are fearful’.
  • Corporate Governance-We believe stable long-term returns are generated by partnering managements that treat minority shareholders as equal partners.
  • Sectors-We avoid investing in highly regulated sectors, sectors linked significantly to commodity prices, ‘fad’ driven sectors and sectors exposed to technological disruption. We also avoid sectors that over a long period only generate accounting profits and not cash flows.

Other important points:

  • Significant own capital invested in same portfolio (10 crores+).
  • Concentrated portfolio – No unnecessary diversification; PE like rigorous diligence process in making investments.
  • Strong returns – beating NIFTY and MIDCAP100 and all leading Mutual Funds by a wide margin.
  • The minimum investment amount in 2Point2 Capital PMS is 50,00,000 (Fifty Lakhs).


Title: MIdcap Mania: Truth vs Hype, Source: CNBC TV 18, Date: 08 June 2018


  • On Amit Mantri’s Manpasand Blog- Amit Mantri came to limelight after this blog, which initially no one paid attention but when the auditor resigned bubble busted.
  • Corporate governance focus of 2Point2 Capital
  • Identify bad investments and stay away from them

Title: Hot Money, Source: Bloomberg Quint, Date: 13 July 2017


  • Discussion on stocks of- Idea Cellular, Asian Granito, Dewan Housing, RIL Nippon, Infra sector
  • Vodafone Idea merger- Savi Jain is negative about Idea-Vodafone being the largest player after the merger.

Title: Trend Spotting, Source: Bloomberg Quint, Date: 21 December 2017


Car Battery Makers: No Charge?

Amit Mantri discusses Exide and Amara Raja Batteries that have underperformed on YTD compared to other auto ancillary companies. – Opportunities in Electric Vehicle Space.


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