Concentrated portfolio of high conviction businesses

Key Attributes

Inception Date: 1 Jun 2019

Number of Stocks: 20

Fund Manager Name: Mr. Rakesh Doshi

Fund Manager Qualification: He has over 25 years of experience as a Chartered Accountant. He holds a B. Com, Chartered Accountant (1996, ICAI) and is also a Wealth Manager (ICAI).

Fund Manager Experience:

With over 20 years of expertise in Indian equities, he brings to the profession discipline, vigor, passion and an ability to identify winners. He has also established his reputation as a devoted philanthropist and proponent of higher education.

Investment Objective

Curating a reasonably concentrated portfolio of ‘high conviction’ stocks in large-cap, mid-cap, and small companies and nurturing the investment over 3 to 5 years.

Investment Strategy

  • Investing in simple business with competitive moat, high margin of safety, prudent leadership  and most important with clean corporate governance and benefit from long-term compounding in such good businesses over 3 to 5 years or longer.

Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION

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