Valentis Advisors- Multi Cap Fund

Key Attributes

Inception Date: 01st October, 2018

Fund Manager Name: Mr. Jyotivardhan Jaipuria

Fund Manager Experience: 32 years of experience in the Indian Capital Market including 21 years in DSP Merrill Lynch and 8 years in ICICI.

Fund Manager Qualification: MBA from IIM Ahmedabad. B.Com from Sydenham College.

Investment Objective

  1. The objective of the scheme is capital appreciation in the medium term to long term by investing in cherry picked stocks mostly in the Mid and Small cap space.
  2. The portfolio focuses primarily on a buy and hold strategy at most times.
  3. The focus is on the 3 Us (Under-owned, under-valued and undiscovered stocks)

Investment Philosophy

  1. Detailed research over gut feelings and market sentiments
  2. Process driven research to eliminate market noise – blend of science and art.
    1. Largely scientific process. This involves, screening to identify ideas and then detailed modelling to arrive at fair valuations.
    2. Bit of art involves looking at market sentiments and staying away from herd mentality.

Portfolio Strategy

They invest in companies that are at the inflexion point in growth. Their portfolio would be a mix of companies that are value plays and growth plays available at a reasonable price.

 

Don’t Just Invest. Make an Informed Decision.