Mid Cap Focused Multicap Portfolio seeking Growth at reasonable Price

Key Attributes

Inception Date:

22 Oct 2011

Number of Stocks:

20

Fund Manager Name:

Investment Committee

Fund Manager Experience:

The Investment Committee has been successful in developing customized, unconflicted Equity investment solutions for institutions, family offices and high-net-worth individuals since the last 10 years. Senior members of the Investment Team have had successful careers as asset managers, portfolio managers, and investment research analysts. We focus on capital preservation and long-term wealth creation.

Investment Objective

To generate superior risk adjusted returns with our Growth At Reasonable Price style of investing.

Investment Strategy

To invest in companies which have under utilised capacities and innovative business models which result in market share gain and margin expansion.

Investment Philosophy

We strive to be conservative and invest with a margin of safety in exceptional opportunities.

Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION

Do Not Simply Invest, Make Informed Decisions

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