The Quest of Wealth Creation - Curating portfolios which stand the test of time

Key Attributes

Inception Date: 31 Oct 2011

Number of Stocks: 25

Fund Manager Name: Mr. Aniruddha Sarkar

Fund Manager Qualification: B.Com, MBA Finance

Fund Manager Experience: Mr. Aniruddha Sarkar has 14 years of experience

Investment Objective

Generate significant alpha and outperformance to benchmark by investing into a diversified sector agnostic multi cap portfolio of 20-25 listed companies in India.

Investment Strategy

Be concentrated in few sectors at any given time and adopt the sector rotation strategy. Have 40-50% allocation into stable earnings growth companies, have 20-30% into companies which can see significant P/E expansion and remaining 20-20% into companies which are deep value and have been beaten down owing to temporary negativity in the sector or company. Avoid structurally weak themes. Manage cash levels actively in the portfolio and keep booking profits from time to time.

Investment Philosophy

Our investment philosophy involves looking for companies which meets the following criteria:

  1. Unquestionable management track record on ethics and execution capability
  2. Strong leadership position (among the top 3 players) in its domain and within the industry, with strong pricing power and not a ‘me too’ player
  3. Companies which have exponential growth potential leading to significant P/E re-rating possibility in future
  4. Strong cash flows and ability to pass through difficult times owing to strong balance sheet
  5. Manageable leverage in books lower than industry average
  6. Valuation comfort with enough margin of safety


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