Portfolio Management Services (MOSt Portfolios)
We are one of the leading PMS service providers, with assets under management of over INR12 billion with a customer base of over 4,700 (as on 31st May, 2012). Our core principles are “value based investing”, aimed at providing long-term wealth creation for investors. Below are the flagship strategies of MOSt Portfolios, each with a different approach to managing investments:
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Value Strategy: The Value 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.
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Next Trillion Dollar Opportunity Strategy: The Next Trillion Dollar Opportunity 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.
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Invest India Strategy: The Invest India Strategy aims to generate long term capital appreciation by creating a focused portfolio of high growth stocks having the potential to grow more than the nominal GDP for next 5-7 years across market capitalization and which are available at reasonable market prices.
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Bull`s Eye Strategy: 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.
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Focused 4 – A Flexi Cap Strategy: A strategy that can mould itself from a large cap portfolio to mid cap portfolio or vice-versa. The Fund Manager will take active asset allocation calls between cash & equity. The Flexi Cap strategy will also take active equity allocation calls between investments in large caps & mid caps & it will follow a policy of profit booking with predefined price targets.
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Focused 5- A Contra Strategy: The strategy aims to invest in fundamentally sound companies that can benefit from changes in a company’s valuation which reflects a significant change in the markets view of the company over an horizon of three years. The Contra Strategy focuses on investing in stocks that can benefit from growth in earnings, re-rating of business or higher valuation of assets.