Green Lantern Capital Growth PMS

Key Portfolio 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
Green Lantern Capital LLP Growth Fund7.07%29.08%44.89%119.87%78.76%55.89%45.98%-28.88%
BSE 500 TRI7.05%11.66%16.68%38.28%30.91%19.94%19.96%-16.26%

QRC Report Card *


Portfolio Holdings

Holding %
Transformers And Rectifiers Ind L 12.87
Sanghvi Movers Ltd 7.12
Isgec Heavy Engineering Ltd 5.34
Glenmark Pharmaceuticals Ltd 4.54
Bharat Heavy Electricals Ltd 3.55

Sector Allocation

Holding %

Market Cap Allocation

Allocations %
Large Cap 21
Mid Cap 11
Small Cap 53
Cash 15

Do Not Simply Invest, Make Informed Decisions


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#Returns as of 30 June 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Mar 24.

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