Nayasama Advisors

Nayasama Advisors is a boutique investment firm.
The founders seek to invest in businesses and industries that are anticipated to go through, or are currently going through unexpected or unappreciated changes.

The investment philosophy is based on the belief that these changes are either overlooked, underappreciated or sometimes even avoided by the financial market. 

These often lead to material earnings beats and misses against the market expectations.

The firm believes such earnings deviations relative to consensus expectation are the primary drivers of
intrinsic value and long-term stock price movements.   

Nayasama Advisors capitalise on opportunities by embracing change.