TATA PMS ACT


Key Portfolio Attributes

Inception Date: 12 Jan 2019

Number of Stocks : 25 - 35

Fund Manager Name: Danesh Mistry & Surjit Singh Arora

Fund Manager Experience: Danesh Mistry : 17+ years of experience in fund management , equity research and investment banking. Graduate in Bcom from University of Mumbai and PG Diploma in business admin from IES CCDC

Fund Manager Experience: Surjit Singh Arora : 13+ years experience in equity research and fund management . He has done his Bachelors in Management studies from Sydenham Institute and Masters in Management Studies in Finance.

Investment Objective

The objective of the strategy would be to generate sustainable capital appreciation over the long term.

Investment Philosophy

• Combination of investment styles i.e. Catalysts for growth, All Wheather stocks, Turn around candidates.

Portfolio Strategy

• No Market-Cap bias.

• Each category has distinct characteristics, operating in different environment, giving an all-round character to the portfolio.

• Portfolio risk diversified across ~ 25-35 stocks.

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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