Alfaccurate Advisors Emerging Giants Portfolio


Key Attributes

Mr Rajesh Kothari

Inception Date: 01st Jan 2021

Number of Stocks: 30-60

Founder, MD, and Portfolio Manager: Mr Rajesh Kothari

Portfolio Manager's Experience: Total Exp – 26 Years, Founded AAA in 2009

Portfolio Manager's Qualification: CWA and an MBA

Investment Objective

AAA Emerging Giants PMS plan is a portfolio of 30-60 companies that are mid/small caps with strong corporate governance and high growth potential with an investment horizon of 3-5 years.

Portfolio Strategy

• India investment strategy with strong emphasize on superior and sustainable growth

• Focus on companies with strong balance sheet and high return on capital employed

• Focus on companies which are emerging giants

Investment Process

AAA’s proprietary 3M approach has delivered superior risk-adjusted returns year after year and resulted in various multi-baggers such as Hitachi, Motherson Sumi and Whirlpool over the past 11 years. They invest in companies that have proven management, a strong balance sheet, superior earnings growth and exceptional corporate governance. Their radically resilient strategy is in accordance with this 3M approach of Market Size, Market Share, and Margin of Safety.

 

• Market Size:

Market size determines the size of the opportunity. They prefer companies that are targeting a large market size to generate exponential returns.

 

• Market Share:

They buy companies that are the leaders in their sector as they are the best positioned to navigate the upturn and downturn of the economy.

 

• Margin of Safety:

Price is what you pay. Value is what you get. They buy the companies which are available at reasonable valuations.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio-1.0%0.3%4.5%34.9%----34.7%
BSE Midsmall Cap TRI1.4%-1.3%0.0%27.5%----34.9%



Portfolio Holdings


Holding %

Sector Allocation


Holding %
Consumer 24.70
Engineering 16.20
Chemicals 14.40
Banking & Finance 12.50
Software 10.60
Auto Ancillary 5.80

Market Cap Allocation


Allocations %
Large Cap 3.5
Mid Cap 39.6
Small Cap 51.6
Cash 5.3

Disclaimer

#Returns as of 30 Apr 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.



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