Mr. Aniruddha Sarkar
Quest Smart Alpha Rising Leaders- Category III AIF is a sector agnostic bottoms up portfolio seeking to benefit from the opportunities in the mid and small cap segment of the Indian equity market.
The investment philosophy of the Quest Smart Alpha – Sector Rotation Fund- Category III AIF is Active management with pure focus on themes playing out as per our expectation and shifting to next emerging theme within the tenure of the fund.
The investment strategy of Quest Smart Alpha Rising Leaders- Category III AIF is to follow a Quantitative & a Qualitative Stock Selection Approach.
Quantitative Stock Selection Criteria:
Qualitative Stock Selection Criteria:
Sectors – Retail, Travel, Finance, Consumer Discretionary
❖ Rising per capita income & increasing household incomes led by increasing women participation in jobs
❖ Formalization of economy with shift to organized sector from unorganized sector
❖ Increasing aspirations of consumers
❖ Rising demand for formal healthcare system
Sectors – Chemicals, Pharma, Hardware Manufacturers
❖ PLI & Make in India coupled with favorable external environment
❖ Rising domestic demand resulting in economies of scale
❖ Electronics hardware manufacturing led by import substitution
Sectors – Power Transmission & distribution, Logistics, Power Ancillaries, Industrial goods
❖ Private capex likely to pick up led robust demand & improving capacity utilization across several industries
❖ Infrastructure spend by government
❖ Rising power demand & increasing demand for goods movement & logistics
Sectors – Real Estate, Building material, Electrical Equipment
❖ Rising demand for residential properties led by higher household earnings & higher urbanization
❖ Strong demand for offices led by IT sector growth & demand for data centers, shopping complex, hotels etc.
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