Abakkus Emerging Opportunities PMS

Abakkus is an Alpha Focussed Asset Manager. Abakkus Emerging Opportunities a Mid & Small Cap focused PMS designed to generate alpha and risk-adjusted returns for clients by investing in benchmark agnostic portfolio across Mid & Small Cap companies. 

• Abakkus Emerging Portfolio comes with 2 structures i.e PMS and  AIF. Both follow benchmark agnostic diversified portfolio approach with bias towards mid and small caps. AIF is closed ended and not accepting money. PMS is open ended, and accepts money when market levels in mid & small caps are right.

• Abakkus Emerging Portfolio follows a 15:15:15 discipline whereby Abakkus Emerging PMS and AIF invests predominantly in companies qualifying at least 2 out of following 3 criteria :

  >15% ROE

  >15% earnings growth

  <15 P/E Ratio

• Abakkus PMS and AIF products like 2nd or 3rd player within a sector, available at a significant discount to the leader.

• Abakkus PMS and AIF products like fundamentals based ideas picked via a bottom up approach.

• Abakkus PMS and AIF products endeavour to generate alpha and wealth creation by investing with typically 3 to 5 years of holding period.

• Abakkus PMS and AIF follows “MEETS” Framework which stands for Management, Earnings, Events/Trend, and Timings.

• Abakkus Asset Manager follows the ‘approach of growth in value investing’, which means, identifying those companies which are value picks in terms of its stock price versus its business earnings. Companies with traits & more potential  for growth in sales, market share and earnings.

• Abakkus believes that such companies have not only margin of safety because of the low investable price but also, a high scope of stock getting re-rated as the growth story becomes more visible to the market.

• Following Abakkus philosophy of finding growth in value may sound simple, but it is not easy and very few companies are able to do it well. Most get stuck in value and which over time becomes a deep value as if growth doesn’t follow.

• Abakkus Emerging PMS and AIF products objectively invest in growth companies at lower price. These are those companies where profitability is expected to grow higher than the market average and, fundamentally companies share is underpriced.

• Abakkus Asset Manager follows Buy & Hold. This means, investment team at Abakkus Invests in company’s stock/share, as if investing in the business like a partner and not like a share trader.

• Abakkus Emerging PMS / AIF invests in small & mid companies with a scalable business models. This means businesses with strong growth potential of becoming larger companies where by small cap becomes mid cap and mid cap becomes a large cap over time.

• Abakkus Asset Manager follows a Bottom-up research. This means, selecting portfolio companies with a focus on profit & loss statements, balance sheet, cash flow statements, and valuations.

• Abakkus prefers to be a contrarian : Investing in companies, where other investors still do not have high conviction. Based on knowledge of companies growth potential, once convinced, Abakkus doesn’t hesitate investing early, as a first investor or as an only investor.