Abakkus Emerging Opportunities PMS


Key Portfolio Attributes

Mr. Sunil Singhania
Mr. Aman Chowhan
Mr. Deven Sangoi

Inception Date: 26- Aug-2020

Number of Stocks: Approx 25

Founder Name: Sunil Singhania

Portfolio Managers: Aman Chowhan & Deven Sangoi

Portfolio Managers' Qualifications:

Aman Chowhan: MBA from Mumbai University

Deven Sangoi: Electronics Engineering from Mumbai University and holds a post-graduate degree in Finance from Newport University

Portfolio Managers' Experiences:

Aman Chowhan: Over 17 years of experience in Indian Equity Markets

Deven Sangoi: Over 22 years of experience in the asset management side

Investment Objective

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. 

Investment Strategy

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.

Investment Philosophy

• 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.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio2.1%4.0%-0.7%-1.6%41.7%---39.6%
S&P BSE 5004.6%8.6%7.5%5.4%28.1%---27.0%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
AllCargo Logistics Ltd. 8.34
Radico Khaitan Ltd 6.79
Federal Bank Ltd 6.78
Canfin Homes Ltd 5.99
IDFC Ltd 5.19
Top 5 Equity Holdings 33.09

Sector Allocation


Holding %
Consumer Discretionary 2.80
Insurance 3.30
Banks 3.50
Agricultural Chemicals 3.60
Information Technology 7.40
Cash & Cash Equivalents 7.50
Communication Services 7.90
Materials 8.80
Healthcare Services 10.20
Industrials 12.60
Consumer Staples 12.90
NBFC 14.30

Market Cap Allocation


Allocations %
Large Cap 10.0
Mid Cap 50.0
Small Cap 25.0
Cash 15.0


Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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From the Founders & Managers of Abakkus Asset Manager LLP PMS

What to expect from Abakkus Emerging Opportunities Approach PMS?

Abakkus Asset Manager LLP is an alpha focused asset manager investing in Indian Equities. Founded in 2018 by Mr. Sunil Singhania with a vision to make Abakkus, one of India’s most revered and top performing asset managers. Over the last 4 years, Abakkus has launched funds under the Category III AIF and the PMS platform. AMC today manages roughly about Rs 10,000 crores of assets.

Emerging Opportunities Approach portfolio is a benchmark agnostic diversified portfolio with bias towards mid & small cap, also adhering to proprietary “MEETS” investment framework. Differentiated Portfolio picked on a bottom-up basis with an endeavour to generate alpha and wealth creation by investing with 3-5 years holding period.

We prefer investing in those companies which are 2nd or 3rd player in their respective segment vs paying abnormal premium to the leader. Within large cap our focus is on investing in companies with earnings visibility and slightly contrarian to industry peers. we strictly abide with 15:15:15 disciplinary approach i.e. to invest predominantly in companies qualifying in at least 2 out of 3 criteria.

  • 15% ROE
  • 15% Earnings Growth
  • 15 P/E ratio

Who should invest in Abakkus Emerging Opportunities Approach PMS?

Those investors seeking for differentiated portfolio can invest in this strategy with 4-5 plus years horizon. Portfolio focuses on investing into broader market to focus on alpha generation. The portfolio manager’s endeavour is to invest judicially rather than just by allocation basis which has helped in generating risk adjusted returns in the past.

Which is the best company through which an investor can invest in Abakkus Emerging Opportunities PMS?

We recommend PMS AIF WORLD, because, it is one unique platform that offers real knowledge driven investing with their highly meaningful data, reports, and content that is written very well. PMS AIF World is a team of highly articulate, educated, and experienced people.



Disclaimer

#Returns as of 31 Aug 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Jun 22.




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