Green Lantern Capital Growth PMS


Key Attributes

Inception Date: 08th December, 2017

Number of Stocks: 20-25

Portfolio Managers: Nilesh Doshi & Abhishek Bhardwaj

Portfolio Managers’ Experiences: Nilesh Doshi: 30+ years of Industry & Equity market experience | Abhishek Bhardwaj: 19+ years of Equity market experience

Portfolio Managers’ Qualifications: Nilesh Doshi: B. Tech. Chemical Engineering, IIT Bombay | Abhishek Bhardwaj: Chartered Accountant

Investment Objective

 Green Lantern Capital’s Growth Fund PMS strategy endeavors to generate superior risk adjusted returns, in varying market conditions, by investing in Mid & Small Cap companies.

This is an ideal long-term investment (3-5 year Horizon) option for investors where they build a portfolio of companies that are industry leaders, have potential to generate healthy ROE, and are trading at high margin of safety.

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 Growth 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
Portfolio6.7%-1.1%3.6%46.2%71.0%28.0%--12.8%
BSE Small Cap1.4%-2.1%2.3%32.0%60.6%25.1%--11.1%



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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