MOAT Conservative Growth Fund

Key Portfolio Attributes

Inception Date: 01st September 2021

Number of Stocks: 8-25

Fund Manager Name: Mr. Suraj Nair

Fund Manager Qualification:

Mr. Suraj Nair: BE

Fund Manager Experience:

Mr. Suraj Nair: 15 years

Investment Objective

To generate sustainable returns over long periods of time and create wealth

Portfolio Strategy

Conservative Growth Fund investment approach is based on generating returns by investing in companies which have a proven track record of steady growth in revenues alongside the ability to consistently deliver a return on capital employed in excess of the cost of capital.

Investment Philosophy

Moat’s investment philosophy is designed to identify superior compounding growth stories which have the ability to deliver regularly rather than in bouts.


Their investment approach keeps them fixated on our goal of picking premium quality businesses while safeguarding the client’s capital.


They spot the undiscovered, hidden gems which can sustain a significantly higher Return on the capital employed (RoCE) compared to the Cost of capital (CoC) in the long-run, freeing up the excess cash flow for the business.


This phenomenon not only makes these businesses resilient but also sets them a class apart. In their view, these companies deem worthy of the title “premium quality business.”


They remain fixated on the aim of long-term wealth generation for all clients.


For this, they are on the constant hunt for companies that reinvest at least a portion of their excess cash flow back into the business to grow while increasing the returns for its shareholders.


They stay committed to their investment picks for the long haul which gives the business time to create value and also allows to reap the benefits of long-term compounding.


Their investment approach solely looks for growth opportunities of businesses in their industries, irrespective of the size of the company or sector.


They look for relatively smaller players in the industry which have the ability to become even bigger in the future.


Their definition of small players also includes large cap companies, the market leader or even near market leaders if they are more than capable of further expansion and penetration in their respective industries.

Do Not Simply Invest, Make Informed Decisions


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Do Not Simply Invest, Make Informed Decisions

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