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Fund Snapshot
| Year of Inception | 2012 |
| Minimum Investment | 10 Crores |
| Number of Stocks | 15-20 stocks |
| Investment Horizon | 3-5 years |
| Performance Sharing | 10% profit sharing with high watermarking to be charged annually at the end of the financial year |
Investment Strategy
- Portfolio management services are available to high-net-worth individuals, Indian corporations, and non-resident Indians.
- The portfolio management product’s main goal is to produce capital gains over the medium and long term by investing in equity-linked instruments of publicly traded corporations.
- Aequitas Investment Consultancy employs a bottom-up strategy when selecting equities for inclusion in an investor’s portfolio, and portfolio management constructs portfolios based on the organisations’ high conviction opinions.
- The portfolio’s equities are from high-quality companies with strong corporate governance.
Investment Pattern
- The percentage invested in equity shares and IPOs ranges from 0% to 100%.
- A total of 10 stocks can be invested, with a maximum of 30.
- No single stock can account for more than 15% of the portfolio during the investment term.
- No single sector should account for more than 30% of the whole portfolio during the investing term.
Benefits
- The company strives to maintain a one-to-one relationship with the customers.
- The company has only one product i.e. portfolio management service, and only one yardstick to measure its performance.
- The company offers bespoke portfolios, not a model portfolio
- Companies do not work with distributors
- The company aim to construct a portfolio with 15-20 stocks across various sectors.
Portfolio Construction
- Invest in high-quality businesses, with an emphasis on small and mid-cap growth.
- The majority of market participants are concerned with a price; we are concerned with the company’s fundamentals.
- Aim to build a portfolio of 15-20 equities from diverse industries.
- Invest with a 3-5 year time horizon and a low churn rate in mind.
- For a long period, a value can maintain a value. We’re always on the lookout for triggers that might lead to a stock re-rating.
Company Attributes
- The majority of the businesses in our portfolio are market leaders with a long-term competitive advantage.
- Companies must have very low debt levels, and some of them are actually cash positive.
- A solid long-term performance record, strong dividend payment record, and corporate governance procedures are required.
- The portfolio price-to-earnings ratio is lower than the market price-to-earnings ratio (adjusted for cyclicality in earnings).
- In the 12 months leading up to our initial acquisition, the majority of the corporations had done buy-backs or creeping acquisitions.
- Companies with strong and continuous cash flow generation are included in the portfolio.
Reasons to choose
- One of India’s best-performing mutual funds
- A long-term plan focused on generating wealth.
- Excessive profits
- Multi-bagger Strategy
- Client Relationships on a One-to-One Basis
- Low transaction costs and a low churn rate
- Long-term holdings are taxed at a lower rate than short-term holdings.
- There are no distributors or intermediaries; the company has developed via referrals.
- Returns with the lowest risk
- The best performance over the last five years
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.
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