About Stoic

Stoic Investing is a consulting powerhouse. We began our operations a few decades ago and have grown due to excellent relationships with our clients. We started out small, with just a few people and a small office, but today we have offices in multiple countries with hundreds of people working inside them.

We achieved our success because of how successfully we integrate with our clients. One complaint many people have about consultants is that they can be disruptive. Our clients face no such issues.

Our objective is to maximize wealth by investing into equities, whereby we seek to generate an average of 20% CAGR over a 5-year rolling basis.

Founder & CIO

Puneet Khurana, CFA®

  • CFA Charter holder, MBA (MDI, Gurgaon), B. Tech (NIT, Bhopal).
  • 13 years of work experience
    –  3 year stint in Corporates which gave me on the ground insights into companies rather than just learning theories.
    –  10 years in managing investments during which I have headed research and managed portfolios for India Focused hedge funds and managing personal wealth in parallel with managing wealth for others.

Stoic Edge

Other than Structure, Process, Analysis & Behavioral edge, we are good at being Contrarian.

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No hiding behind ‘Circle of Competence’: If we find a sector showing promise, we don’t simply ignore it because it is out of ‘competence zone’. Investing is about constant learning and expanding the Circle of Competence.

No Sector Preferences: Markets don’t just give opportunities in our favourite sectors. Even though some sectors are more structurally positive than others but we go where the evidence guide us.

Open to Market Cap: Ideally, we prefer Mid and Small Caps but on occasions more value is in Large Caps vis a vis Mid and Small Cap companies and if there is evidence, we shift our focus.

“In short, we go where evidence of value exists and we build our knowledge base to invest in those opportunities and strongly believe in not chasing the crowd and momentum.”

Our Services

Equity Advisory & Portfolio Management

We have had to start competing on quality of life in a way that they never had to before — leading to higher ratings from consultants.

Wealth Management

We are a dynamic niche consulting firm that has been helping visionary financial services brands convey their true essence.

Our team

Our team of professionals includes HR consultants, executive coaches, business professionals, and more.

  • Brandon Copperfield

    Founder & CEO

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  • Clark Roberts

    Chief Finance Officer

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  • Ashley Hardy

    VP Sales and Marketing

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    Chief Marketing Officer

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    Administrator

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  • Fernando Torres

    Tax Consultant

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