Bull’s Eye PMS Strategy under 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 and is parked temporarily in the safety of liquid mutual funds/ exchanges traded liquid funds till further opportunities are identified. 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.
The Scheme aims to deliver superior returns in Low to medium term by investing in fundamentally strong stocks with momentum approach, coupled with active profit booking.
Ø Actively managed multi cap strategy
Ø Investment Approach: Capitalizing on short to medium-term market opportunities
Ø Regular Profit booking based on stock and market movements
Ø Investment Approach : “Momentum in Value”.
Ø Investments with Short-Medium term perspective.
Ø Regular Profit Booking.
Ø Ability to sit on cash.
Ø Investment in Momentum Sectors.
Ø Identifying the right Sector and right Company with a scalable business managed by
competent managers. To look out for companies with transparency, execution capability
and Management Bandwidth.
Ø Investments in market Leaders, who have the Vision to make it big.
Ø The investments 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.
Ø The investments are done with a predefined price targets and portfolio follows an active
process of Profit Booking.
Ø In absence of investment opportunities, funds are temporarily parked in the safety of liquid
mutual funds or exchange traded Liquid fund.
Investors who like to invest in value stocks and capitalize on the periodic upside by an active process of profit booking.