Tamohara Investment Managers TLES PMS


Key Portfolio Attributes

Inception Date: 6 Oct 2015

Number of Stocks : 15

Fund Manager Name: Harini Dedhia

Fund Manager Experience:

Harini has an undergraduate degree in Economics (B.A. hons.), Politics and Advanced Mathematical Models from New York University. She also holds the Chartered Financial Analyst designation. She has been in the capital markets since 2013, starting with 2 years of experience at a hedge fund in US followed by exposure to the Indian capital markets. At Tamohara her primary responsibility is to evaluate investment opportunities and managing investments.

Fund Manager Qualification:

Undergraduate degree in Economics (B.A. hons.), Politics and Advanced Mathematical Models from New York University.

Portfolio Objective

To construct well researched and comprehensive portfolio to generate steady wealth creation in the long run.

Portfolio Strategy

Bench mark & Market-cap agnostic / 80-90% in Small & Midcap / 0-20% in tactically in Large-cap / Steady MOAT & Growing MOAT selection / invest in good business opportunities, free cash flow, capital efficient, quality management, & competitive advantage.




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 May 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 Sep 21.




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