Emerging MOAT PMS


Key Portfolio Attributes

Inception Date: 26-Sep-22

Portfolio Manager’s Name: Moat Financial Service Pvt Ltd

Portfolio Manager’s Experience: 10+ years

Investment Objective

The investment objective of Emerging Moat PMSis to invest and create wealth with small and midcap sustainable high growth companies for clients.

Investment Strategy

The investment strategy of Emerging Moat PMSis crafted via Fundamental screening, detailed business analysis and peer competition analysis, technical long tern charts, liquidity and risk analysis.

 

Investment Philosophy

Emerging Moat PMS’sinvestment philosophy is designed to identify superior compounding growth stories which have the ability to deliver regularly rather than in bouts.

Their investment approach keeps us fixated on their goal of picking premium quality businesses while safeguarding the client’s capital. We spot the undiscovered, hidden gems which can sustain a significantly higher Return on the capital employed (RoCE) compared to the Cost of capital (CoC) in the long-run, freeing up the excess cash flow for the business. This phenomenon not only makes these businesses resilient but also sets them a class apart.

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

imageBook a call with our PMS AIF Specialists

Do Not Simply Invest, Make Informed Decisions

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