Introduction
The portfolio is designed to invest in themes /stocks in the small and mid cap segment which are going to be a part the “NEXT TRILLION DOLLAR GDP GROWTH”. The Portfolio would target to invest in Small and Mid Cap Opportunities which have the potential of delivering above-average growth over the next 3-5 years. The investment philosophy of this strategy is to invest in stocks which are available at reasonable valuations and promise more than average growth.
Objective
The strategy aims to deliver superior returns by investing in focused themes which are part of the next Trillion Dollar GDP growth opportunity. It aims to predominantly invest in Small & Mid Cap stocks with a focus on Identifying Emerging Stocks/Sectors.
Characterstics
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Investments in Small and Mid-cap Stocks
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Bottom up Stock Picking Approach
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Focused Theme Portfolio
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Investment Horizon - Long Term (3 Years+)
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Benchmark: - CNX Mid Cap
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Buy and Hold Philosophy – low portfolio churn
Philosophy
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High Growth Story - Sector and Companies which promise a higher than average growth
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Reasonable Valuation - Invest in high growth companies at reasonable price / value
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Emerging Themes - Focus on Identifying Emerging Stocks / Sectors
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Buy and Hold Strategy - The Portfolio shall focus on above philosophies and hold them till
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It realizes it true market potential. Wealth is created by sitting
Profile
Investors who would like to invest in opportunities with a long term view in high growth, under valued stocks in emerging themes.
Tenure
Long Term (3 Years+)
Risk Return
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