Competitive advantages and industry attractiveness, Good quality management with sound corporate governance, Attractive returns on capital and adequate cash flow, Potential for Earning growth and P/E multiple expansion. Mid and Small Cap biased Portfolio of Emerging Businesses.
• Investments in fundamentally strong and high growth midcap and small cap companies
• Participate in companies with structural growth trends
• Participate in niche or emerging business areas
• Exploit overlooked investment opportunities, Benefit from both earning growth and P/E multiple expansion
• Bottom-up stock picking, High conviction portfolio