Ampersand Growth Opportunities Fund Scheme (AGOFS-1) – CAT III AIF

Ampersand Growth Opportunities Fund Scheme (AGOFS-1) – CAT III AIF seeks to deliver substantial capital appreciation by targeting a mix of growth-oriented companies with scalable business models.

The fund operates with an open-ended structure and prioritizes tax-efficient returns for investors, maintaining a balanced focus on both established large caps for stability and smaller, dynamic companies for higher growth potential.

Ampersand Growth Opportunities Fund Scheme (AGOFS-1) – CAT III AIF embodies a philosophy that champions investing in ‘right stocks at the right time and the right size.’ It concentrates on quality management, attractive markets, and strategic business models, aiming to capitalize on cyclical market trends and valuation opportunities. The philosophy also incorporates a prudent consideration of risk, striving to strike an optimal balance between growth prospects and volatility.

Ampersand Growth Opportunities Fund Scheme (AGOFS-1) – CAT III AIF investment philosophy is grounded in the belief that superior returns are the product of disciplined investment decisions, recognizing the intrinsic value in growth-oriented companies. The philosophy hinges on identifying businesses with excellent management teams, strong market positioning, and strategies that ensure a sustained competitive edge. By doing so, the fund seeks to unearth and invest in companies that are not just industry leaders but also show potential for significant market share and profitability growth.

Ampersand Growth Opportunities Fund Scheme (AGOFS-1) – CAT III AIF investment strategy is multifaceted, leveraging meticulous stock selection, timing market cycles, and sizing investments to optimize returns and risk. The fund uses a scientific approach to identify entry and exit points, ensuring investments are made during a sector’s or a company’s sweet spot. Portfolio construction adheres to disciplined practices that maximize gains while diversifying to mitigate risk.

The investment strategy of Ampersand Growth Opportunities Fund Scheme (AGOFS-1) – CAT III AIF revolves around a data-driven, analytical approach that involves a granular examination of market cycles, business valuations, and sectoral trends. The fund employs a rigorous stock-picking methodology, supported by comprehensive research and a deep understanding of the macroeconomic environment. It optimizes the portfolio through a blend of large, mid, and small-cap stocks, carefully calibrating the investment size to balance return expectations with market liquidity and risk considerations. This multi-cap strategy aims to extract value across market segments, achieving a well-rounded exposure to the growth levers within the Indian economy.

Some other investment screeners include:

• Consumption related names, led by shift from unorganized to organized sector

• Financials led by technology disruption and reduction in credit costs

• Capex cycle led by value migration to IT spend from physical Infrastructure

• Pharmaceuticals, Specialty & Agro Chemicals; driven by product capability and diminishing regulatory headwinds