Sundaram Alternates 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.

It is a diversified portfolio, designed for long-term investors seeking returns through investments in a mix of good structural companies and cyclical opportunities.

Strategy Highlights

Sundaram Alternates’ Voyager Portfolio Highlights:

• Long track record of performance: 11+ years l 3 market cycles
• Focus on consistent alpha generation
• Concentrated bet on small number of good mid and small cap businesses
• Leverage Mid & Small cap strength
• 3Q approach: Disciplined stock selection process
• Identify long term trends and invest early in them
• Bet on management committed to growth
• Wealth Multiplier Effect: AUM multiplied ~6.8x since inception [as of Feb 2023]

Investment Philosophy

Sundaram Voyager Portfolio invests in 2 buckets of stocks:

  1. Structural Stories
  2. Cyclical & Turnaround Opportunities

Sundaram Voyager PMS provides flexibility to make significant re-allocations depending on market creating value opportunities. It intends for Large value creation option arising out of identifying 1. long-term growth potential of a business and 2. potential turnaround in a company or business cycle.

It offers investors the flexibility to participate in both these value creation opportunities across cap curves spread over wealth generating themes.

India 2025 – Themes
• Financial inclusiveness
• Phygital Bluechips
• Consumption Czars
• Export Voyagers

Investment Strategy

Sundaram Voyager Portfolio follows the 3Q Quality Approach to Stock Selection:

Quality of Business

▪ Scalability: How big is the opportunity?
▪ Self Sustaining business models: 3Q Financial framework
▪Strong differentiating factors in business: What is the key competitive advantage to sustain the growth over long term?, and is it cost competitive, a superior brand leading to higher pricing power or pure execution?

Quality of Financials

▪ Ability to double earnings in 4-5 years
▪ Growth = Reinvested Cash x RoIC
▪ Biz. with min RoIC of 15%
▪ Higher cash generation to lead to higher reinvestment
▪ Debt to Equity should be <0.5x as low debt helps businesses navigate tough times

Quality of Management

▪ Past execution track record
▪ Vision of management
▪ Focus on high sustainable growth
▪ Past record of identifying and investing in profitable opportunities
▪ Good corporate governance track record
▪ Visionary
▪ Problem solving

Sundaram Alternates' Niche

• Strong Track Record

• Low Churn

• Time Tested Stock Selection

• Reach Across Country

• Transparency

• Strict Adherence to Risk Guidelines

• Shared Research Capabilities

Awards & Achievements

Across Sundaram Alternates’ PMSs & AIFs

• Strong Track Record

• Low Churn

• Time Tested Stock Selection

• Reach Across Country

• Transparency

• Strict Adherence to Risk Guidelines

• Shared Research Capabilities

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 &amp; 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 Alternates 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.

Do Not Simply Invest, Make Informed Decisions

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