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Sundaram Voyager Portfolio


Key Portfolio Attributes

Mr. Madanagopal Ramu

Inception Date: March 2009

Fund Manager's Name: Mr. Madanagopal Ramu

Fund Manager's Qualification: Qualified CA. Management Degree from BIM Trichy TN.

Fund Manager's Experience: 14+ Years

Investment Objective

The investment objective of Sundaram Voyager Portfolio is to seek long-term capital appreciation by investing across the cap curve in stocks that are reasonably priced.

Investment Strategy

As a multi-cap strategy, Sundaram Voyager Portfolio has a flexible allocation in large caps and mid & small caps. The portfolio will comprise of 2 buckets – structural stories and cyclical/ turnaround plays.

Investment Philosophy

Sundaram Voyager Portfolio follows a 3Q approach to stock selection – Quality of Financials, Quality of Business & Quality of Management.



Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

imageBook a call with our PMS AIF Specialists


From the Founders & Managers of Sundaram Alternates PMS

What to expect from Sundaram Sundaram Voyager PMS?

Investments backed by strong research with a track record of ~12 years across our key flagship strategies – SISOP, S.E.L.F., Voyager.

  • Disciplined stock picking approach using our 3Q filters – Quality of Business, Quality of Management and Quality of Financials.

As a diversified target portfolio of around 20-25 stocks, Voyager has exposure to structural and cyclical opportunities. The exposure to cyclicals & turnarounds gives the opportunity create additional alpha for the investors. Portfolio is designed to play all market cycles. Over the last 12 years, Sundaram Alternates’ Voyager has remained resilient across multiple market cycles by sticking to our core investment thesis.

Who should invest in Sundaram Voyager PMS?

Investors seeking returns through investments in a mix of good structural companies and cyclical opportunities. The portfolio returns are achieved through a combination of structural names that provides stability and cyclical stocks that aims to create an additional alpha depending on the market / business cycles.

Which is the best company through which an investor can invest in Sundaram Voyager Portfolio?

We recommend PMS AIF WORLD, because, it is one unique platform that offers real knowledge driven investing with their highly meaningful data, reports, and content that is written very well. PMS AIF World is a team of highly articulate, educated, and experienced people.





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