The investment objective of ENAM India Vision Portfolio is to ride the US$ 10-Trillion Opportunity. It aims to identify high-quality businesses that are structurally well-positioned, have sustainable competitive advantages and strong execution capability for consistent long-term growth.
India Vision 2031:
The investment strategy of ENAM India Vision Portfolio to invest in companies across market capitalisation segments and sectors that offer participation in select megatrends like Urbanisation, Premiumisation, Formalisation, Digital adoption, Consolidation, Work force participation, and Favourable demographics. Thus, capitalizing on the structural growth opportunity in Indian economy.
The investment process and strategy of ENAM India Vision Portfolio PMS is as follows:
Wealth Creation Opportunities:
The investment philosophy of ENAM India Vision Portfolio is to seek and identify high-quality businesses that are structurally well-positioned, have sustainable competitive advantages and strong execution capability for consistent long-term growth.
ENAM India Diversified Equity Advantage (EIDEA) PMS is a market & sector agnostic PMS. The investment philosophy is focused in identifying long term opportunities across leaders and emerging companies. The guiding principles in identifying a company include – Size of opportunity, longevity of business, quality of management and how value accretive is the business.
It looks at long term wealth creation through focused investing:
The ENAM Edge:
Initiatives undertaken to develop a comprehensive proprietary ESG framework
Already a member? Login Now