Aditya Birla India Special Opportunities Portfolio


Key Portfolio Attributes

Inception Date: 15 June 2018

Number of Stocks: 15 - 25

Fund Manager Name: Vishal Gajwani and Dhrushil Jhaveri

Fund Manager Qualification:

Vishal Gajwani is a Gold Medal winning Chartered Accountant (ICAI, India) and holds a Masters degree in Commerce from M.S. University of Baroda. Vishal received 4 Gold Medals, including the Chancellor’s Gold Medal, for topping the Master of Commerce Exams. Vishal is also a CFA charter holder from the CFA Institute (The Global Association of Investment Professionals), USA.

Fund Manager Experience:

Vishal Gajwani, Head -Alternate Investments(Equity) With over 12 years of experience in equity research and portfolio management, Vishal has extensive expertise in researching companies across sectors and market capitalisations. Prior to this assignment he was a part of Reliance Portfolio Management Services (a part of Reliance Capital Asset Management Ltd), where he was designated as an Assistant Fund Manager and was responsible for managing equity portfolios.

Dhrushil Jhaveri has over 12 years of experience.

Investment Objective

The  investment objective of the portfolio is to invest in stocks that are primed to benefit from the catalysts and secular growth names

Investment Strategy

The core focus would be on companies that are primed to benefit from the catalysts mentioned below:

• Micro Turnaround (market share gain, new product launch etc)
• Macro / Change in business cycle
• Management Change
• Deleveraging
• Demerger
• Mid to Large Cap Potential
• Secular Growth Names

Idea is to look at stocks which have catalysts that will help unlock value over the next 2-3 years

Multi cap portfolio of approximately 15-25 stocks
To exploit the inefficiencies in the market that leads to mispricing of stocks that are fundamentally strong

Buy companies with:
• Strong Balance Sheets
• Good Capital allocation track record
• High return on capital over a longer time frame

Derivatives exposures in the portfolio will be in line with SEBI guidelines and will be taken only for hedging purposes.

Investment Philosophy

We firmly believe that bottom-up, fundamental research offers the best way to identify high-quality companies with above-average, sustainable earnings growth.

 

• Fundamental Research:

The portfolio construction process begins with fundamental analysis performed by equity analyst(s), which provides the portfolio management team with company and industry research. Investment ideas are also developed by analysing company and industry information from meetings with the company managements, suppliers, users, competitors, industry consultants and broker research community.

 

• Research Process:

The equity research process typically begins with an industry/sector overview to identify industry trends and provide a framework for individual security selection. Fundamental analysis at this level usually involves analysis of unit growth prospects, pricing power, international growth opportunities, the regulatory environment, and economic sensitivity. Analyst(s) develop a robust knowledge of the economic, political and international situations that affect the industries under study.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS



Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

imageBook a call with our PMS AIF Specialists




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 Apr 22.




Related Investments

Do Not Simply Invest, Make Informed Decisions