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Magnus Hathaway Investments

Built by Magnus Hathaway Investments, this Smallcase is powered by the proprietary VOLT Framework — Valuation, Opportunity, Longevity, and Trigger.

With 20+ years of combined market experience across Ali Azar (Founder & CIO) and Yogesh Shroff (ex-Goldman Sachs), the strategy focuses on identifying opportunities early, before they become consensus.

It invests in businesses with fair valuations, strong structural tailwinds, durable growth, and clear catalysts for value unlocking. Backed by a research-first approach and trusted by a large investor community, this portfolio aims to capture long-term compounding through high-conviction, well-structured bets.

Built by Magnus Hathaway Investments, this Smallcase is powered by the proprietary VOLT Framework — Valuation, Opportunity, Longevity, and Trigger.

With 20+ years of combined market experience across Ali Azar (Founder & CIO) and Yogesh Shroff (ex-Goldman Sachs), the strategy focuses on identifying opportunities early, before they become consensus.

It invests in businesses with fair valuations, strong structural tailwinds, durable growth, and clear catalysts for value unlocking. Backed by a research-first approach and trusted by a large investor community, this portfolio aims to capture long-term compounding through high-conviction, well-structured bets.

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Years of experience

15+ years

SEBI Registered

INH000024170

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The portfolios showcased in the video are dummy portfolios provided solely for illustrative and informational purposes. It is not a recommendation, investment advice, or advertisement, and should not be relied upon for making any investment decisions

Enjoy a seamless investing experience

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3 easy steps

All your questions answered

Frequently asked questions

Currently, we offer our flagship strategy through this smallcase, allowing investors to access our core investment philosophy and participate in a curated portfolio of high-conviction ideas.
Our philosophy is centered around identifying businesses where fundamentals are improving but the market has not fully recognized the opportunity yet. Using a proprietary research framework, we focus on early signals of business momentum such as accelerating growth, improving profitability, and strong industry tailwinds.
A smallcase is a curated basket of stocks/ETFs* that reflects a certain objective (ideas, themes, strategies), backed by the research of the smallcase manager. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.
The smallcase manager decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to the smallcase manager's Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,
When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.
There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.
More questions? Check out help section