| Asset Management > Products & Services > Portfolio Management Services > Bulls Eye Strategy |
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Bull`s Eye Strategy
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Introduction
Bull’s Eye PMS Strategy is designed to invest in stocks with short-medium term perspective. The investment philosophy is to find “Momentum in Value”. It follows an active process driven method of profit booking .The Strategy aims to buy stocks ahead of the window when positive corporate developments occur /when valuation gaps open up & sell when the target price of stock is reached or prices stagnate.
Strategy’s Stock selection is based on two principles
- Positive corporate developments
Results or company data releases or announcements
Corporate restructuring and other corporate events
- Relative Valuation/ Mean reversion - Stock price and valuation vs. peers
Objective
Bull’s Eye PMS Strategy is designed to invest in stocks with short-medium term perspective. The investment philosophy is to find “Momentum in Value”. It follows an active process driven method of profit booking. The stock selection lays greater emphasis on companies which good corporate governance and excellent management track record. It would participate in emerging sector and turn around stories so as to participate and capture sharp rallies.
Characterstics
Corporate restructuring and other corporate events
- Investment Approach: “Momentum in Value”.
- Investments with Short-Medium term perspective.
- Regular Profit Booking.
- Ability to sit on cash.
Philosophy
- Investment in Momentum Sectors.
- The investment timing is event based and does not take help of technicals. Buying when the stock is just ripe to begin its big move upwards or vise versa.
- The investments are done with a predefined price targets and portfolio follows an active process of Profit Booking.
- In absence of investment opportunities, funds are temporarily parked in the safety of liquid mutual funds or exchange traded Liquid fund.
Profile
Investors who like to invest in value stocks and capitalize on the periodic upside by an active process of profit booking.
Tenure
Medium Term 1-2 Years.
Risk Return
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