Guardian Capital Partners Fund – Opportunities Scheme Cat III Long Only AIF


Key Portfolio Attributes

Inception Date: 1st January 2020

Fund Managers Name: Manav Saraf and Kabir Kewalramani

Fund Managers’ Experiences: Manav: 23 years and Kabir: 26 years

Portfolio Managers’ Qualifications:

Manav: MBA from London Business School and is a CFA charter holder

Kabir: Masters Degree from Sydenham College in Mumbai

Investment Objective

Guardian Capital Partners Fund started in Jan-20. It offers a multi-cap equity fund through its Opportunities Scheme. They started in Jan-20 as an advisory portfolio and the assets moved to the AIF in Nov-21. The data provided is for the entire period. Their strategy is to buy good companies when they are cheap and only if they are cheap. If they are not cheap they stay on the side-lines in cash for periods. Especially for large cap companies they buy them when they trade at discounts to their long term average valuations and exit them when they start trading above long term average valuations without waiting for peak valuations.

Investment Strategy

In order to generate meaningfully higher returns than the Sensex their strategy is to buy good companies when they are cheap and only if they are cheap. If they are not cheap they stay on the side-lines in cash for periods. Especially for large cap companies they buy them when they trade at discounts to their long term average valuations and exit them when they start trading above long term average valuations without waiting for peak valuations.

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Related Investment(s)

Do Not Simply Invest, Make Informed Decisions

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