Right Horizons PMS- Super Value Scheme

Key Attributes

Inception Date: 01st April, 2019

Portfolio Manager’s Name: Mr. Anil Rego

Portfolio Manager’s Experience: 25+ years

Portfolio Manager’s Qualification: CFA/MBA program by the ICFAI Business School, India.

Investment Objective

A diversified equity portfolio that endeavours to achieve long term capital appreciation and generate returns by investing in Mid & Small cap companies enjoying some economic moat or undergoing special situations or in the midst of unfavourable business cycle. In other words, it is a mid & small cap focussed portfolio aiming to generate superior risk adjusted return by investing primarily in value and growth-oriented quality companies from under institutionalized space.

Portfolio Strategy

Benchmark agnostic sectoral exposure in mid cap companies. Portfolios seeks to generate capital appreciation over relatively “Medium to Long” term period. The idea of portfolio is to stay above benchmark at all times. Portfolio composition with typically 50% in medium cap names with active management of names and balance from across market caps. Typical Portfolio holding would not have more than 15-25 stocks keeping Nifty as Index Benchmark.

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