A portfolio of small-midcap companies which are mispriced and are expected to have strong earnings growth over a long term horizon

Key Attributes

Inception Date: 1 September 2015

Number of Stocks: Upto 25 small-midcap stocks with each having a maximum concentration of 10% of the aum

Portfolio Manager's Names: Mr. Utsav Mehta & Mr. Gautam Berry

Portfolio Manager's Experiences:

Mr. Utsav Mehta: More than a decade of experience

Mr. Gautam Berry: Over 8 years of experience

Fund Manager Qualification:

Mr. Utsav Mehta: Chartered Financial Analyst (CFA) charterholder and a graduate from Mumbai University.

Mr. Gautam Berry: CFA Charter holder from CFA Institute with Master of Science in Finance from University of Illinois, Urbana-Champaign, USA and Bachelors in Computer Engineering from Mumbai University.

Investment Objective

To identify a portfolio of reasonably valued companies with primary focus on their quality of earnings growth which is expected to unlock their value and lead to re-rating during the recommended investment horizon

Investment Philosophy

Equity returns tend to mirror earnings growth trajectory over medium to long term

Don’t Just Invest. Make an Informed Decision.