• Corporate governance, research & development, innovation, asset light, debt free and patience are key words that define Lakewater’s investment philosophy.
• The very foundation of investment decisions is when one invest in a stock, one actually buys the business and not the stock.
• Investment philosophy is to remain agnostic to the daily fluctuating stock price as long as it continues to believe in the business.
• Lakewater views market volatility as a friend that allows to buy securities at a discount or sell at a premium to intrinsic value.
• For Lakewater, stock market is simply a platform where one can buy a piece of valuable businesses.
• Understanding business is more important to lakewaters than technical analysis and market algorithms.
• Lakewater focus more on basics than complex economic charts. Focus is more on people’s economic behaviour, changing social norms, their preferences.
Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
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Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
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QRC Report Card *
Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
---|---|---|---|---|---|---|---|---|---|
Lake Water PMS | Multi Cap | Mr. Pankaj Singhania | 20 June 2019 | 5Y 3M | Nifty 50 TRI | NA |
Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
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Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
Nifty 50 | 15.62% | -26.3% | 57.38% | -10.68% | 0.71 | 9.13% | 1.18 | -2.49% | -0.14 | 39.34 % |
Nifty 500 | 7.48% | -30.34% | -22.86% | 0.73 | -5.69% | -0.32 | 36.07 % | |||
Nifty Midcap 100 | -8.46% | -32.98% | -41.44% | 0.51 | -13.04% | -0.75 | 39.34 % | |||
Nifty Smallcap 100 | -15.98% | -38.6% | -54.58% | 0.35 | -11.38% | -0.56 | 39.34 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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#Returns as of 31 Aug 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 Jun 24.