Lodestar Holdings Limited is a holding company, established in 2015, that invests in a  balanced portfolio of assets, globally.

Monish Chhabra is its founder, and runs the company with two partners. He has been professionally investing in funds, stocks and derivatives, since 2003. He lives in Singapore, with his wife and three children. His personal page is here.

Goal

What we set out to do

Lodestar is run with the purpose of building its investors' capital into life-long spending power for them, that keeps up with the growth and inflation in the world, while mitigating the stock market swings. 

If the stock markets fall by 50%, the Lodestar share value should not fall more than 25%. Over every ten-year period, the Lodestar share value should double.

Path

How we intend to do this

Look for performance-driven businesses and managers. They must have demonstrated above-average performance, over multiple cycles.

Look to play their long-term cycles. Align with things that seem near bottom or in up-cycle. Detach from things that look like near top or in down-cycle.

Build a balanced portfolio. Diversify across market risk, sectors, strategies, and geographies.

Re-balance actively. To harness volatility and maintain diversification.

Keep alignment high and costs low. Run Lodestar on the basis that it is the most significant investment for most of its shareholders.