Right Horizons Perennial Fund


Key Portfolio Attributes

Inception Date: 01st April, 2019

Number of stocks: 15-25

Portfolio Manager’s Name: Mr. Satwik Jain

Portfolio Manager’s Experience: 4 years+. He is the Fund manager at RH Perennial Fund, Executive Chairman at Generational Capital, and Strategic investor at BimaPlus. He has previously led the equities asset allocation at one of India's largest multi-family offices- Client Associates which advised ~USD 3.5 billion, was part of 4-member team at Elara India Gateway Fund managing ~USD 40 million, and did M&A deals Deloitte upwards of USD 10 billion. He also co-founded the "Zomato of fitness industry,” fitnessholic.com aggregating over 150 fitness centers on its platform and was a professional golfer on the PGTI. He’s also guest speaker at various educational institutions like Amity International & ed- tech startup, EdLightened.

Portfolio Manager’s Qualification: MBA Finance, Equity Research from IMT Ghaziabad, CFA L2 cleared, FRM Part 1 cleared.

Investment Objective

Identify major wealth creation trends, monopolistic & fast-growing capital efficient franchises with reinvestment runways run by able & minority friendly management.

Portfolio Strategy

Market cap & sector agnostic exposure across businesses. The portfolio seeks capital preservation, then appreciation over the long term with volatility much lower than the benchmark. The typical portfolio would invest between 15-25 businesses         

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Right Horizons Perennial Fund1.22%18.52%23.64%59.26%19.75%---20.80%
BSE 5001.92%17.88%16.20%33.42%16.46%---19.70%

Portfolio Holdings


Holding %
Trent Ltd. 8.27
J B Chemicals Pharmaceuticals Ltd 6.76
Titan Company Ltd. 6.75
Safari Ind (India) Ltd 6.52
Kei Industries Ltd. 6.28
Top 5 Equity Holdings 34.58

Sector Allocation


Holding %
Capital Goods 3.62
Financial Services 8.99
Technology 16.30
Healthcare 22.65
Consumer Goods 39.61

Market Cap Allocation


Allocations %
Large Cap
Mid Cap
Small Cap
Cash

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 Jan 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.


Do Not Simply Invest, Make Informed Decisions

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