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 2-3 years.
The investment philosophy is to invest in stocks which are available at reasonable valuations and promise more than average growth. The portfolio would aim to identify emerging themes. The Portfolio would attempt to identify emerging themes early and exit when these when they are fairly discounted.
We firmly believe that markets rewards consistent growth over a period of time and only after critical size has been achieved by the company. For any stock to get recognized by the Market and get a desired Valuation one has to wait for the right “Trigger Point”. Perception Re-rating happens due to:
Ø Increased Sales volume
Ø Consistent Growth
Ø Better Margins
Ø Growing stakeholders confidence
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.
Ø Investment Horizon: Medium to Long term
Ø Investment Approach: “Buy & Hold” strategy
Ø Focus on Sectors and Companies which promise a higher than average growth
Ø Investments in Small and Mid-cap Stocks
Ø Bottom Up Stock Picking Approach
Ø Focused Theme Portfolio
Ø Investment Horizon - Long term (2 to 3 Yrs)
Ø Benchmark: - CNX Mid Cap
Ø Buy and Hold Philosophy – low portfolio churn
Ø Open Ended Portfolio with Exit Fee
Ø Quarterly Disclosure Of Portfolio
Ø High Growth Story - Sector and Companies which promise a higher than average growth
Ø Reasonable Valuation - Invest in high growth companies at reasonable price / value
Ø Emerging Themes - Focus on Identifying Emerging Stocks / Sectors
Ø Buy and Hold Strategy - The Portfolio shall focus on above philosophies and hold them till
it realizes it true market potential. Wealth is created by sitting
Investors who would like to invest in opportunities with a long term view in high growth, under valued stocks in emerging themes.