The Investment objective of Capital 8 LLP is to generate capital appreciation predominantly through investments in equities that aims to provide long-term capital appreciation to investors by investing in a diversified Portfolio of high-quality companies across sectors and market capitalizations.
Key Portfolio Attributes
Inception Date: 2 Feb 2024
Number of stocks: 10-15
Portfolio Manager’s Name: PANNA BHANDARI
Portfolio Manager’s Experience: 10+ years of experience in the financial industry
Portfolio Manager’s Qualification: Certified Financial Planner (CFP®) King's College London, UK: MSc. Finance & Accounting (Distinction Holder) HL College of Commerce: BSc. Business Administration (Gold Medalist)
Investment Objective:
Investment Strategy:
Capital 8 LLP undertakes macro-level inter-market analysis and long-term market cycles to understand the movements of currencies, interest rates, commodity cycles, and their impact on different sectors in the market. By using this approach, they narrow down companies that are most likely to benefit exponentially from such correlations and invest in them to deliver alpha in all market conditions.
Investment Philosophy:
Capital 8 LLP’s experienced team of investment professionals undertake macro-level inter-market analysis and study long-term market cycles to identify growth opportunities in the equity markets while managing risk through active management and a disciplined investment approach. Their flagship scheme, the Capital 8 Infinity Fund, is meticulously designed to deliver superior long-term capital appreciation through early-stage sector identification. The team meticulously selects stocks based on fundamental and technical factors, with the aim of outperforming in all market conditions.