East Green Agile Strategy


Key Portfolio Attributes

Inception Date: July 6 2023

Number of Stocks: 25-35

Fund Manager’s Name: Vinay Arya

Portfolio Manager’s Experience: 9 Years

Portfolio Manager’s Qualification: Vinay Arya - MBA (FMS Delhi), CA (All India rank-holder), CS, B.Com (H) (SRCC)

Investment Objective

The investment objective of East Green PMS is to maximise returns while minimising risks.

Portfolio Strategy

East Green Agile Strategy

Investment Philosophy

1] Buy companies with significant and/or rising market share

2] Have a bias for businesses displaying sustainable growth

3] Avoid companies with questionable corporate governance

4] Prefer companies with easy-to-understand business models

5] Modify portfolio with agility – churn is not bad

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 Mar 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.


Related Investment(s)

Do Not Simply Invest, Make Informed Decisions

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