Motilal Oswal Value PMS

Key Attributes

Inception Date: 18th February, 2003

Portfolio Manager’s Name: Mr. Shrey Loonker & Mr. Susmit Patodia

Portfolio Manager’s Experience: Shrey: 13years, Susmit: 15 years

Portfolio Manager’s Qualification: Shrey: CA from ICAI, CFA (USA) ,Susmit: PGDBM from IIM Bangalore

Investment Objective

Value strategy aims to benefit from the long term compounding effect on investments done in good businesses, run by great business managers for superior wealth creation.

Portfolio Strategy

Buy Right & Sit Tight, along with QGLP (Quality, Growth, Longevity, and Price) is what the strategy focuses on. This aims at a likely earning of 20-to-25% on net worth. A balance between Growth & Value is maintained by following a bottom-up approach. The construct of about 20 stocks has a long-term view along with margin of safety – purchasing a piece of great business at a fraction of its true value.

Don’t Just Invest. Make an Informed Decision.