Identity small-cap companies (Market cap <US$500 Million or approx. 3500 Cr ) with excellent corporate governance and capital allocation track record and strong sustainable competitive advantages built around brands, business processes and strategic asset.
Little today, champions tomorrow
Key Attributes
Inception Date: 29 Aug 2019
Number of Stocks: 12 - 14
Fund Manager Name: Ashwini Shetty
Fund Manager Qualification: B.Com NMIMS Mumbai , CA & CFA
Fund Manager Experience:
Ashvin has more than 10 years of experience in equity research, having led the coverage on automobile sector at Ambit Capital from 2010 to 2017. He was ranked in Starmine Analyst Awards 2013 and 2016 for his stock picking abilities during this stint. He thereafter worked as a senior analyst for Ambit’s mid and small-cap portfolio management services till November 2018.
Investment Objective
Investment Strategy
Thorough analysis based on two objective steps as mentioned below :
- Objective analysis based on 12 accounting ratios covering income statement (revenue/ earnings manipulation), balance sheet (correct representation of assets/liabilities), cash pilferage and audit quality checks.
- First rank stocks on each of the 12 ratios individually. These ranks then cumulated across parameters to give a final pecking order on accounting quality for stocks.
And, then handing picking companies from the filtered universe after interaction with industry players, competition, channel partners etc.
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