UNIFI Capital Pvt. Ltd. APJ 20 PMS


Key Attributes

Inception Year: 2015

Number of Stocks: 15 - 20

MD & CIO: Sarath K. Reddy

About the Company:

Unifi is essentially a value investor in growth businesses. They place Value first but always also demand growth potential in a business they own. They believe that stock performance, particularly in mid and small firms, needs a catalyst; and often the best catalyst is an attractive price combined with growth.

Unifi believes that both micro (firm level) and macro risks are critical in determining outcomes. They carefully evaluate the fundamentals of each business that they own, and in addition ask the question if the prevailing and expected conditions in the economy will act for or against their interest. At times, while making longer term investments, they consciously trade off adverse macro conditions for terrific entry valuations.

Investment Objective

Unifi is essentially a value investor in growth businesses. They place Value first but always also demand growth potential in a business they own. They believe that stock performance, particularly in mid and small firms, needs a catalyst; and often the best catalyst is an attractive price combined with growth.

Unifi believes that both micro (firm level) and macro risks are critical in determining outcomes. They carefully evaluate the fundamentals of each business that they own, and in addition ask the question if the prevailing and expected conditions in the economy will act for or against their interest. At times, while making longer term investments, they consciously trade off adverse macro conditions for terrific entry valuations.

Investment Philosophy

Unifi APJ 20 PMS follows a Fundamentally Driven philosophy. This is a buy & hold strategy where investments are based on sustained growth of the Indian economy. Here, the time frame is 2-3 years.UNIFI provides PMS services that have all thematic portfolios. As always, markets fancy few sectors that have done well in the past ignoring the rest. The approach for UNIFI APJ 20 PMS is designed such that of the sectors which are less understood, few like specialist chemicals, agri, precision manufacturing has become globally competitive and are privy to an expanding market opportunity. Select participants in the following industries

(a) agriculture,

(b) speciality chemicals,

(c) mining,

(d) hi tech manufacturing and

(e) infrastructure will see a new wave of growth over the next 5 years and will be a direct beneficiary of India’s macro policy initiatives as well as inherent demographic strengths it has built over a period of time.APJ 20 PMS invests in firms that have evolved and are in a ripe position to benefit from such growth prospects.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio0.6%-7.1%-5.6%26.7%66.5%34.4%19.0%-22.6%
BSE Mid Cap1.3%-0.8%-3.4%20.2%42.6%17.9%10.5%-13.5%



Portfolio Holdings


Holding %

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap
Mid Cap
Small Cap
Cash

Disclaimer

#Returns as of 30 Apr 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.



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


Related Investments

Do Not Simply Invest, Make Informed Decisions