Valcreate Investment Growing India Strategy


Key Portfolio Attributes

Inception Date: 10 Feb 2023

Number of Stocks: 25

Portfolio Manager's Name: Mr. Rajesh Pherwani

Portfolio Manager's Qualification:

BE, MBA & CFA.

Portfolio Manager's Experience:

25+ years of experience

Investment Objective

A flexi-cap (no market-cap bias) investment approach, that builds a concentrated portfolio for investors with a focus on core growth themes of the Indian Economy.

Investment Philosophy

Valcreate’s GQV investment framework (Growth, Quality and Value) drives investment decision making. We 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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