The objective of the strategy would be to generate sustainable capital appreciation over the long term.
Combination of different categories of stocks
Key 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
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.
Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION
Do Not Simply Invest, Make Informed Decisions
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