MOAT Moderate Compounders PMS


Key Portfolio Attributes

Inception Date: 12-Nov-13

Number of Stocks: 74

Portfolio Manager’s Name: Moat Financial Service Pvt Ltd

Portfolio Manager’s Experience: 10+ years

Investment Objective

The investment objective of MOAT Moderate Compounders PMSis to generate sustainable returns over the medium to long term by making investments which primarily comprise of 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 PMSis 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 their 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.

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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