The portfolio constructed by the fund manager can be divided into two broad groups: Compounders and Re-rating Opportunities.

• Compounders - Businesses that have a long runway for growth and have some sort of market leadership in their product category (in terms of volumes, revenues, costs/profits per unit or in terms of Return on Capital. etc. These companies are also likely to show consistency in generating profits and have a capable management team and prudent capital allocation policies.
• Re-Rating Opportunities - These are businesses that are currently underestimated by the market for various reasons. They could be cyclical businesses which the markets believe are in a downcycle, while there are indications of a recovery. They could be companies undergoing a transformation within the business due to a change in management or policy. Investment opportunities could also arise due to a change at the industry level due to consolidation or a change in the demand and supply dynamics. There is the potential for the market to re-rate the valuations of the companies and correct its underestimation.

• The portfolio is constructed on a bottom-up basis. The portfolio is well diversified across sectors and across market capitalization
  • Go Anywhere -A diversified portfolio that shifts across market caps
  • Bottom Up – Business fundamentals and valuation to be primary driver of stock selection
  • Low Churn – Low churn portfolio, allowing investor to cash in on the compounding effect to build wealth
  • Dual Benefit – Long term capital appreciation and benefit of tax saving.

Nil (Compulsory lock-in period for 3 years)