Values-led investing with discipline and intent
JAN Principles is a values-driven equity investment approach focused on long-term wealth creation without compromising ethical standards. It applies clear exclusions and governance discipline upfront, with the aim of owning businesses that compound responsibly over time.
Can wealth be created without compromising values?
As capital increasingly flows through indices, ETFs, and passive products, investors often inherit exposures they never consciously chose. Many portfolios include businesses that conflict with personal values, governance standards, or long-term sustainability—simply because they are part of a benchmark. JAN Principles was created to offer a deliberate alternative.
Staying true to philosoph
Clarity is central to how we operate. Every investment decision is guided by structured research, clear reasoning, and a transparent process—ensuring clients understand what they own, why it was chosen, and how it fits within the overall portfolio.
Discipline over short-term comparison
Our discipline lies in maintaining process integrity rather than forecasting outcomes. While market conditions change, our principles remain constant—favoring consistency, simplicity, and long-term focus over activity and prediction.
How JAN Principles Invests
Before capital is committed, businesses are evaluated through ethical and financial lenses, guided by exclusions, governance, and fundamentals.
JAN Principles is structured as a values-led equity investment approach within a PMS framework. Each investment is evaluated across growth potential and valuation, alongside the nature of revenues, governance standards, and long-term stakeholder alignment.
Exclusions and discipline are applied upfront—before capital is committed.
The Principles That Guide Every Decision
Compassion in Capital
We consider where returns come from, not just how attractive they appear.
Restraint in Growth
We prefer sustainable progress over aggressive expansion that compromises integrity.
Integrity in Business Practices
Clean accounts, fair conduct, and responsible leadership are non-negotiable.
Staying true to philosoph
Clarity is central to how we operate. Every investment decision is guided by structured research, clear reasoning, and a transparent process—ensuring clients understand what they own, why it was chosen, and how it fits within the overall portfolio.
Discipline over short-term comparison
Our discipline lies in maintaining process integrity rather than forecasting outcomes. While market conditions change, our principles remain constant—favoring consistency, simplicity, and long-term focus over activity and prediction.
Where Values and Discipline Meet
JAN Principles reflects Vallum Capital Advisors’ belief that ethical clarity and financial discipline are not opposing forces. Over time, they can reinforce each other.
Is JAN Principles Right for You?
JAN Principles is designed for investors who view capital as a long-term partnership with businesses and believe values and discipline matter over time. It may not suit those seeking short-term performance or broad market replication.
This is a PMS Investment Approach. Performance-related information is not verified by SEBI. Past performance is not indicative of future results. Investments are subject to market risks.