Abakkus Emerging Opportunities Portfolio

Benchmark agnostic diversified portfolio with bias towards mid and small cap

Key Attributes

Inception Date: 26- Aug-2020

Number of Stocks: Approx 25

Fund Manager Name: Sunil Singhania & Aman Chowhan

Fund Manager Qualification:

Sunil Singhania: Singhania graduated in commerce from the Bombay University and completed his Chartered Accountancy from the ICAI, Delhi with an all India rank. He has also earned the right to use the Chartered Financial Analyst designation, conferred by CFA Institute. Aman Chowhan: Aman holds an MBA degree from Mumbai university.

Fund Manager Experience:

Sunil Singhania: Sunil is a CFA with more than 25 years of experience. He is the Founder of Abakkus Asset Management, LLP, an India-focused Asset Management Company he established in 2018. Prior to this, he was a Global Head – Equities at Reliance Capital Ltd. And as CIO – Equities, Singhania led Reliance Mutual Fund equity schemes to be rated amongst the best. Reliance Growth Fund grew over 100 times in less than 22 years under Singhania’s leadership. He is also the first individual from India to be elected as a member of the CFA Institute Board of Governors and currently serves as the Chair of the Investment Committee and as a member of the Nominating Committee. He also sat on CFA Institute’s Standards of Practice Council for six years, and was the Founder of the Indian Association of Investment Professionals (now CFA Society India) and served as its President for eight years. Having traveled extensively across the world, Singhania has also attended many global investments. Aman Chowhan: Aman brings over 17 years of Indian equity experience. Prior to joining Abakkus, he was the Portfolio Manager for all local and offshore schemes for PMS division of Reliance Asset Management. Having worked at the Singapore office of Reliance, Aman brings along a regional and global perspective in investing and has a strong track record across – benchmark, absolute long and long-short strategies. Before joining Reliance in 2005 he was associated as research analyst with TAIB securities, Tata TD waterhouse and other brokerage firms.

Investment Objective

Abakkus is Alpha Focussed Asset Manager. Endeavour is to generate alpha and risk-adjusted returns for clients by investing in benchmark agnostic portfolio across market capitalization

Investment Strategy

  • Benchmark agnostic diversified portfolio with bias towards mid and small cap
  • 15:15:15 discipline: Invest predominantly in companies qualifying in at least 2 out of these 3 criteria;                             

o   >15% ROE

o   >15% earnings growth

o   < 15 P/E Ratio 

  • Typically, pursue 2ndor 3rd player within the sector but at a significant discount to the leader
  • Fundamental based ideas picked via a bottom up approach
  • Endeavor to generate alpha and wealth creation by buying with typically 3-5 years holding period
  • Differentiated Portfolio adhering to our “MEETS” Framework

Investment Philosophy

  • Growth Companies: Profitability expected to grow higher than the market average
  • Value Companies: Fundamentally underpriced stocks with reasonable growth expectations
  • Buy & Hold: Invest in stock as if investing in the business. Invest like a partner
  • Small companies with a scalable business model but having growth potential of becoming large cap over time
  • Bottom-up research with a focus on the balance sheet
  • Not chase momentum, but earings, earnings, earnings
  • Prefer to be contrarian and so, early, first or only investors
  • Each investment opportunity looked upon st individual merit

Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION

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