The objective is long term wealth creation with lower volatility.
Portfolio of businesses that lead the next wave of innovations
Key Attributes
Inception Date: 23 Jan 2020
Number of Stocks: 20 - 25
Fund Manager Name: Vishal Gajwani and Natasha Lulla
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.
Natasha holds a Masters in Business Administration (Finance Major) from Management Development Institute, Gurgaon and was a Gold Medal winner in each of the two years. She was also awarded a Gold Medal for achieving 1st rank in the Finance stream. Natasha has done her graduation in Economics from Lady Shri Ram College, New Delhi and graduated amongst the top 1% in Delhi University.
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.
Natasha Lulla, Portfolio Manager Over 11 years of experience in equity research and fund management. Prior to joining Aditya Birla Sun Life Portfolio Management Services, Natasha was working with Goldman Sachs as an equity analyst covering India Materials sector. In her earlier stint at Goldman Sachs, she was responsible for Portfolio Strategy for ASEAN regions and also covered Singapore Real Estate.
Investment Objective
Investment Strategy
- Identify companies which create business value by actively innovating across products/processes.
- Stock selection and industry allocation independent of benchmark weights
- Around 50-75% of the portfolio will be invested in companies under innovation framework & balance in secular growth companies.
- Own high quality businesses with healthy Growth, ROE and cash flow profile
- A diversified multi cap portfolio with ~15-25 quality companies
- 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.
Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION
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