Ampersand Growth Opportunities Fund Scheme (AGOFS-1)

Portfolio of businesses from sectors on the cusp of a multi-year up cycle, driven by macro themes

Key Attributes

Fund Manager Name: Sanjaya Satpathy, Portfolio Manager

Fund Manager Qualification: B.E. (Electrical) from UCE Burla, and MBA from XIM Bhubaneswar

Fund Manager Experience:

Over 16 years of experience in fundamental research across multiple sectors. Voted best mid-cap analyst (II) and best stock picker by Starmine. Last employed Senior Analyst, Bank of America – Merrill Lynch2006-16

Started equity research career in First Global followed by HSBC and ABN Amro

Investment Objective

Focus on companies with improving competitive advantage and long term potential, supported by a proven track record

Investment Strategy

  • (1) Consumption related names, led by shift from unorganized to organized sector (2) Financials led by technology disruption and reduction in credit costs(3) Capex cycle led by value migration to IT spend from physical Infrastructure

    (4) Pharmaceuticals, Specialty & Agro Chemicals; driven by product capability and diminishing regulatory headwinds

Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION

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