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:

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.

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.

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Related Investment(s)

Do Not Simply Invest, Make Informed Decisions

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