Value Strategy is meant for investors with a Long Term investment horizon in the Indian Equity Markets. Discovering an original investment idea involves deep and meticulous analysis to discover the hidden true values. The portfolio’s investments philosophy revolves around finding value. As such, the investment philosophy is not dependent on the market trends but banks on the power of the intellect. A business is prudently picked for investment after a thorough study of its underlying hidden long-term potential. To purchase a piece of great business at a fraction of its true value is the discipline. The Fund manager conservatively picks 12 to 15 value stocks for a portfolio with a long-term investment philosophy, keeping the portfolio churn very low and high margin of safety.
The Strategy aims to benefit from the long term compounding effect on investments done in good businesses, run by great business managers for superior wealth creation.
Ø Follows a value based stock selection strategy
Ø Investment Approach : “Buy & Hold”
Ø Investment Horizon: Medium to Long term
Ø Maximize post tax return due to Low Churn
Ø Value based stock selection
Ø Investment Approach : “Buy and Hold”
Ø Investments with Long term perspective
Ø Focused portfolio construction
Ø Capital preservation consciousness*
* No capital guarantee
Ø Identify and purchase a piece of great business at a fraction of its true value.
Ø Investments with a Long-term investment View. The fund manager strongly believes that
“Money is made by Sitting”.
Ø Investments are identified by a Bottom up Approach. The aim is to identify potential long-
term wealth creators by focusing on individual companies and their management
bandwidth.
Ø Margin of Safety.
Investors who like to invest with a Long-term wealth creation view.