Portfolio Type: Mid & Small Cap biased portfolio of companies expected to benefit from operating & financial leverage.
Inception Date: 18 April 2016
Number of Stocks: 19
Fund Manager Name: Amit Nigam
Fund Manager Experience: Total Exp – 17 Years
With Invesco – 8 Months
Fund Manager Qualification: Mechanical Engineering Degree from Indian Institute of Technology Roorkee and a PGDBM from Indian Institute of Management, Indore.
Investment Objective: To generate capital appreciation by investing in equity and equity related securities
R.I.S.E.: R – Recovery in Demand
I – Idle Capacity-potential for operating leverage
S – Superior Business Model
E – Earnings Recovery
1) Investments in companies which are expected to benefit from operating & financial leverage.
2) Exposure to companies which benefit from a revival in economic growth & rise in consumer discretionary spending.
3) Participate in companies with a strong business model, suppressed valuations & higher dividend yield.
4) Bottom-up stock picking, High conviction portfolio.