Moat Financial Services

MOAT Moderate Compounders PMS


Key Portfolio Attributes

Mr. Biju John

Inception Date: 15-December-2013

Number of Stocks: 89

Fund Manager’s Name: Mr. Biju John

Fund Manager Profile:

Mr. Biju has over 20 years of experience in the financial markets, with expertise in equity research, portfolio management, and investment advisory services. At Moat Financial Services Pvt Ltd, he leads the design and execution of investment strategies focused on delivering sustainable, risk-adjusted returns. Known for his disciplined and structured approach, he combines rigorous research with robust risk management to help clients achieve their long-term investment goals.

Investment Objective

The investment objective of MOAT Moderate Compounders PMS is to generate sustainable returns over the medium to long term by making investments that primarily comprise equity securities.

Investment Strategy

The investment strategy of MOAT Moderate Compounders PMS is an equity investment strategy of investing 60% of the portfolio in large sector leaders and the remaining 40% in emerging companies in which the sectors would benefit in the journey to $5 trillion economy. These may be new sectors that take off with rising disposable income, changing habits, and so on.

Investment Philosophy

The investment philosophy of MOAT Moderate Compounders PMS is designed to identify superior compounding growth stories that can be delivered regularly rather than in bouts. Their investment approach keeps them fixated on their goal of picking premium quality businesses while safeguarding the client’s capital. They spot the undiscovered, hidden gems that 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.

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Do Not Simply Invest, Make Informed Decisions

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