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
Portfolio1.2%7.4%3.8%-4.9%----10.4%
BSE 5004.0%5.3%3.8%2.5%----15.0%



Portfolio Holdings


Holding %
Info Edge (India) Ltd. 7.20
L&T Infotech 6.40
Asian Paints Ltd. 6.40
Astral 6.30
MOST Shares N 100 ETF 5.85
Top 5 Equity Holdings 32.15

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 35.0
Mid Cap 38.0
Small Cap 11.4
Cash 2.0


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 Oct 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.




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