“Cohesion’s capability is knowing how to make money for investors”

Spike Hughes, Founder & CEO, Cohesion

Accessing Superior Growth

There are limited opportunities for strong and predictable growth globally

An Investor’s Dilemma

Investors often have to choose between:

  • Lower growth opportunities with predictable outcomes
or
  • Strong growth opportunities with unpredictable outcomes

Cohesion exists to provide strong growth with predictable outcomes

The Most Successful Investments Contain Three Key Elements

1

Strong & predictable growth

Being invested in a market with powerful tailwinds which provide almost inevitable growth

Access

That others simply don’t have, only available by partnering with one of the world’s most successful investment managers who can unlock the market’s full potential

2

3

Time

Not only investing at the right time but also the length of time that an investment is held, ensuring it reaches its full potential

Cohesion: an India dedicated Investment Manager

1

India, a Strong and Predictable Growth Theme

Gautam Adani - 4th richest person in the world1 states by 2050:

Indian Economy:

  • Indian economy forecast to create USD ~25 trillion of economic growth. According to PwC, this will make India the fastest growing major country in the world

Indian Stock Market:

  • Indian stock market forecast to create USD ~40 trillion of new market capitalisation. This will likely make India the second largest stock market behind the US

This represents on average USD ~2.5 billion of new economic growth every day and USD ~4 billion of new stock market capitalisation every day for the next 10,000 days

Adani also makes clear there is no other country in the world with the structural tailwinds that underpin the direction and certainty of India’s growth trajectory

Cohesion’s Access

Access to the best information and scarce deals is the key to investment success and ACCESS is Cohesion’s differentiator through its exclusive joint venture partnership with Madhusudan Kela, the most successful investor Cohesion’s Founder has witnessed in his 30-year career

This partnership is based on a shared vision to manage money for select institutions and private family offices

2

3

Time

Warren Buffet once said that the ideal holding time for a great investment is forever

We don’t need to wait that long but if you’re invested in great companies in a strong market picked by a legendary investment manager, you can really benefit from the power of compounding

Cohesion’s Offering -
By Invitation

Cohesion MK Best Ideas

Soft launched in August 2020 and from September 2022, by invitation, offers a second tranche of select investors the opportunity to invest in the same concentrated portfolio of Madhu Kela’s ‘Best Ideas’ – companies listed in India on the world’s fastest growing stock market

Cohesion MK Co-Investment

Co-investment opportunities, for investors in Cohesion MK Best Ideas. This will include both listed and private investments of exceptional quality where access is key, access that most investors (even the biggest investors) simply don’t have