Solidarity Investment Managers Prudence PMS


Solidarity Advisors Pvt Ltd- Prudence Fund

Key Attributes

Inception Date: 11th May, 2016

Fund Manager Name: Mr. Manish Gupta

Fund Manager Experience: 22+ years

Fund Manager Qualification: MBA from IIM Ahmedabad and BE (Chemical Engineering) from BITS Pilani.

Investment Objective and Portfolio Strategy

The objective is to invest in compounding stories (companies with tail winds of growth that are focused on disciplined growth around a core business definition, and where success is reflected in an expanding moat and increasing market share and ROE).

Investment Philosophy

•  We seek secular compounding at a reasonable price
•  Strong process orientation that uses frameworks for company evaluation, ascertaining fair valuation, portfolio construction and risk management.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS



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

*QRC Report Card data is updated quarterly. Current data is as of Mar 22.




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Do Not Simply Invest, Make Informed Decisions