Valcreate IME Concentrated Microtrends


Key Portfolio Attributes

Inception Date: 20 Feb 2023

Number of Stocks: 22

Portfolio Manager's Name: Ashi Anand

Portfolio Manager's Experience:

20+ years of experience

Investment Objective

The investment objective is to invest in companies that are direct beneficiaries of micro-trends (strong value creation trends within an economy) that can sustain high growth levels with strong competitive moats at a reasonable valuations.

Investment Strategy

IME Concentrated Microtrends is large and mid cap focussed concentrated strategy of 20-30 holdings. The strategy aims to identify and take concentrated exposure to strong value generating microtrends through high quality companies at the right price striking a balance between growth, quality, and valuations.

Investment Philosophy

Valcreate’s GQV investment framework (Growth, Quality and Value) drives investment decision making. They seek to invest in high-quality businesses with competitive moats and sustainable medium-to-long term growth potential at reasonable valuations. The philosophy is to strike a balance between growth and quality to buy at the right price, and avoid over paying for growth or quality.

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Do Not Simply Invest, Make Informed Decisions

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