MOAT Special Opportunities PMS

Key Portfolio Attributes

Inception Date: 04-Nov-20

Number of Stocks: 46

Portfolio Manager’s Name: Moat Financial Service Pvt Ltd

Portfolio Manager’s Experience: 10+ years

Investment Objective

The investment objective of MOAT Special Opportunities PMSis to generate sustainable returns over the medium to long term by making investments in companies where the promoter or the company has acquired additional shares and some special situations where the price mismatch is happening.

Invesment Strategy

MOAT Special Opportunities PMS seeks to generate superior risk-adjusted returns, in relation to the broad market, by investing in fundamentally sound companies that have repurchased their own shares or where the promoters have acquired additional shares at market price.

Typically such an action by a company or controlling shareholders demonstrates their conviction that the company’s growth prospects or inherent value has not been captured in its stock price at that point. The portfolio proposition is to gain from the eventual balancing of the value-price mismatch in the market by identifying and investing in such companies after a detailed review of their fundamentals and corporate governance standards.

Investment Philosophy

The investment approach of MOAT Special Opportunities PMSis that it 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.

They remain fixated on their aim of long-term wealth generation for all our clients. For this, they are on a 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 [right] investment picks for the long haul which gives the business time to create value and allows them to reap the benefits of long-term compounding.

Do Not Simply Invest, Make Informed Decisions


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Do Not Simply Invest, Make Informed Decisions

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