Emphasis on long term opportunities for wealth creation. Capital allocation across various businesses in this strategy ranges across sectors with strong brand franchises. This strategy is looking to buy businesses growth phase or those on the cusp of a strong turnaround due to favourable business environment. Managements that adhere to high standards of corporate governance, businesses with strong growth opportunities and clean balance sheets are some of the other traits we look at before picking a stock.
Long term opportunities for wealth creation
Key Attributes
Inception Date: 20 Jul 2017
Number of Stocks: 12 - 15
Fund Manager Name: Mr Ajay Bodke
Fund Manager Experience: Total Exp - 22+ Years, With Prabhhudas Lilladhar - 7 Years
Fund Manager Qualification: Masters in Financial Management & Masters in Business Administration from the Macquarie Graduate School of Business (Sydney) and Mechanical Engineering from the Government College of Engineering (Pune)
Fund Manager Accolades: He was ranked among India’s Top 10 Fund Managers by one of India’s leading financial newspapers in its first ever ratings of Fund Managers and was part of the Mutual Fund team recognized as ‘India’s Best Money Makers’ by a leading capital markets magazine. He conceived ‘Thought Leader Series’ in mid-2012 and continues to facilitate interactive sessions between India’s leading Opinion Makers from various domains like Macro-Economics & Foreign Exchange, Political Economy, Politics & Psephology, Geo-strategy & Defence, Banking & Infrastructure etc. and PL’s Top Institutional Clients when that domain has maximum salience from Market’s perspective
Investment Objective
Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION
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