Renaissance Opportunities Portfolio – Focused Largecap Fund


Key Portfolio Attributes

Pankaj Murarka
Pankaj Murarka

Inception Date: January 2018

Number of Stocks: 20-25

Fund Manager Name: Mr. Pawan Parakh

Fund Manager Experience: 15+ years of experience in investment research. He started his capital markets career with Edelweiss Securities as an equity analyst. Over the years, he has worked with several marquee organizations like Deloitte, HSBC and HDFC amongst others.

Fund Manager Qualification: CA (AIR 48), CFA (Virginia, USA).

Investment Objective

The investment objective of Renaissance Opportunities Portfolio – Focused Largecap Fund is to create long term capital appreciation by focusing on businesses with Good Quality Growth stocks and Reasonable Valuations.

Investment Strategy

The investment strategy of Renaissance Opportunities Portfolio – Focused Largecap Fund is to have a Fair Value approach to valuing business while understanding the economic value through their proprietary framework of Sustainable Quality At Reasonable Price (SQGARP) framework.

Renaissance Opportunities Portfolio – Focused Largecap Fund’s strategy has the following attributes:

  • Focused portfolio of 20 – 25 stocks
  • High Conviction Ideas
  • Investing across businesses which are at different states of their business lifecycle
  • Capable of delivering sustainable, market-leading growth
  • Reasonable Valuations

 The 4 Pillars of Investment are:

  • Philosophy
  • Process
  • People
  • Performance

Investment Philosophy

The investment philosophy of Renaissance Opportunities Portfolio – Focused Largecap Fund is to stay focused on investing into Quality business that can deliver sustainable high growth over medium term to long term and being selective in cyclical business while keeping Risk Management central to investment management.

Renaissance Opportunities Portfolio – Focused Largecap Fund is a low risk, high conviction, large cap biased equity portfolio. It invests in sustainable high growth companies to maintain a superior quality portfolio.

Renaissance Opportunities Portfolio – Focused Largecap Fund follows Sustainable Quality Growth at Reasonable Prices (SQGARP):

  • Sustainability: Companies with sustainable and durable business models
  • Quality: Superior quality businesses as demonstrated by competitive edge, pricing power, ROE, FCF, good quality and competent management teams, and so on
  • Growth: Businesses that can deliver superior growth over medium to long term
  • Price: Ability to invest at reasonable valuations. Fair value approach to valuations, with a focus on the economic value of business.

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Do Not Simply Invest, Make Informed Decisions

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