Green Lantern Capital Alpha PMS


Key Attributes

Inception Date: 13th February, 2020

Number of Stocks: 20-25

Portfolio Managers: Anurag Jain & Abhishek Bhardwaj

Portfolio Managers’ Experiences: Anurag Jain: 19+ years of Equity market experience | Abhishek Bhardwaj: 19+ years of Equity market experience

Portfolio Managers’ Qualifications: Anurag Jain: B.E. (Hons), PGDM, IIM Kolkata | Abhishek Bhardwaj: Chartered Accountant

Investment Objective

Green Lantern Capital’s Alpha Fund PMS strategy endeavours to generate superior risk-adjusted returns, in varying market conditions, by investing in large Mid-Caps within a broad Multi-Cap allocation strategy.

This is an ideal long-term investment option for investors to build a portfolio of market leaders with strong balance sheets, superior earnings growth and steady free cash flow generation.

Investment Philosophy

The investment philosophy followed at Green Lantern Capital is to focus on “Time in the Market” rather than “Timing the Market”.

Deep Research & Flexibility are two important parameters of the investment philosophy & approach followed at Green Lantern Capital LLP for Green Lantern Capital’s Alpha Fund PMS. This includes the following:

  • Quality companies in growth markets:
    1. Strong franchises + good/ethical managements
    2. Large market opportunities, strong competitive characteristics and high ROE
    3. Industry leaders
    4. Hunger for growth
  • Risk conscious approach:
    1. Valuation Risk
    2. Earnings Risk
    3. Balance Sheet Risk
    4. Over-ownership risk
  • Investment principles:
    1. Absolute return mindset
    2. Asymmetric risk return approach
    3. Undiscovered/underperformed
    4. Disciplined approach to selling
  • Flexible Approach:
    1. Combine top down and bottom up approach
    2. Capitalising on occasional tactical opportunities
    3. Ability to use cash as a hedge



Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio2.3%0.1%0.2%25.3%50.8%0.0%--36.2%
BSE 500-0.6%-0.7%-1.8%19.6%36.1%---19.4%



Portfolio Holdings


Holding %

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap
Mid Cap
Small Cap
Cash

Disclaimer

#Returns as of 30 Apr 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.



Do Not Simply Invest, Make Informed Decisions

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