Portfolio Type: Multi cap portfolio of recongnised brands

Inception Date: 27 January 2017

Number of Stocks: 20-22

Fund Manager Name: Trideep Bhattarcharya

Fund Manager Experience: Total Exp – 20 years

Fund Manager Qualification: B.Tech. degree (Electrical Engineering) from IIT Kharagpur and M.B.A. (Finance) from S.P. Jain Institute of Management & Research. Charterholder of CFA Institute, USA.

Investment Objective: The portfolio seeks to buy businesses with strong brands that provide:
– Sustainable Competitive Advantage
– Capable Management Team
– Good Corporate Governance.

Investment Strategy: Brands not only help to create a strong recall in the minds of consumers but also make for a worthy investment theme. This is because companies with brands create a distinct bargaining power due to economies of scale, high entry barriers, strong pricing power and/or operating in under-penetrated markets. These translate into superior margins and growth. Effectively generating higher investor returns over business cycles!

Brands may be a result of : –

1) Strong connect with the customer

2) Differentiated positioning

3) Distinguishable product/service quality

4) Consistency in delivery of good performance

5) Innovation