Portfolio Type : Concentrated Value based Multi Cap Portfolio

Inception Date: 19 July 2016

Number of Stocks: 15

Fund Manager Name: Amit Mantri & Savi Jain.

Fund Manager Experience: Amit Mantri Total Exp – 9 Years,
Savi Jain Total Exp – 10 Years.
Both founded 2Point2 Capital in 2016.

Fund Manager Qualification: Amit Mantri is a B.Tech from IIT Kharagpur, an MBA from IIM Bangalore and a CFA charterholder
Savi Jain is also a B.Tech from IIT Kharagpur and a CFA charterholder

Investment Objective: Aim is to invest taking concentrated bets for the long term in high quality publicly listed Indian companies at reasonable valuations. Primary Objective is to protect capital followed by a goal to generate returns that exceed the equity index return over the long term.

Investment Strategy:

1) Concentrated (Max 15 businesses, Max allocation to each is 10% at cost).

2) Market-cap Agnostic (Invest wherever there is value. Present portfolio is bent towards mid/small cap).

3) Sector Agnostic (Avoid real estate, commodity, cor infra).

4) Single Portfolio (Only 1 Portfolio/Scheme, Focused).