Warren Buffett’s investment approach has often been described as feminine. This is the notion co-author LouAnn Lofton explores in her book: Warren Buffett Invests Like A Girl – And Why You Should, Too. As the Indian stock market navigates a period of volatility, with both Nifty and Sensex erasing gains, investors are increasingly adopting a cautious, defensive strategy. With a bearish outlook setting in and ongoing market corrections, large and mid-cap funds are witnessing renewed interest as investors look for diversification and safer long-term growth avenues. Among these options is Dhanvesttor’s FAITH Fund, a stand-out performer in a turbulent environment. According to data from the Association of Portfolio Managers in India (APMI), FAITH ranks within the top 12.5 per cent of PMS strategies over the past three months. Launched by Anooshka Soham Bathwal, the fund has delivered a 19.91 per cent return since inception in April 2024, with an AUM of Rs18 crore, comfortably outpacing the BSE 500 TRIs 16.21 per cent gain over the same period. The fund’s success can be attributed to its women-centric investment philosophy, rooted in caution, long-term planning, and strategic diversification. “Women possess unique qualities that make them excellent investors,” affirms Bathwal, CEO & founder, Dhanvesttor. “Most women view themselves as savers rather than investors, not realising their innate ability to make sound investment decisions. Women avoid unnecessary risk, are not impulsive, and remain calm, cautious, and patient when managing money. With the right knowledge, they are bound to succeed in the stock markets.” Research supports this, as women tend to have more realistic expectations of returns and are generally less aggressive in their risk-taking. However, they also face certain barriers, such as hesitation to ask questions and concerns about making the wrong decisions. This often leads women to stick with conventional saving instruments like FDs and mutual funds, which, while safe, struggle to beat inflation in the long run and offer relatively lower returns. “Women understand the value of saving, whether it’s a housewife squirreling away money to save or a working professional making an investment,” adds Bathwal. “And, they do not invest in things they do not understand, prioritising capital safety. Women are highly idealistic when it comes to investing, they do not invest in something they do not believe in and are as concerned with the journey as they are with the destination”. An ethical solution The FAITH Fund provides an ethical solution for investors seeking a cautious, diversified approach during this volatile period. Its bottom-up strategy, spreading investments across sectors and market caps, while prioritising ESG serves as a buffer against sectoral shocks. The fund’s portfolio allocation reflects this thought process: it holds stocks in IT and in banking sectors currently under pressure from global uncertainties and tightening monetary policies. But, with significant exposure to basic materials, energy and healthcare, the fund is protected from shocks that are heavily affecting other sectors.
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Bathwal: women possess unique qualities that make them excellent investors
