Ambit Emerging Giants Portfolio

Fund Snapshot

Fund Overview

The world’s leading full-service investment bank with an emphasis on India:

There are innovative methods for reducing complexity. A comprehensive understanding of the current regulatory framework is available. It is a wider array of customised solutions for business owners, corporate entities, institutional investors, family offices, and High Net Worth Individuals (HNWIs).

Collaborations that work:

• Strategic partnership with QInvest in Qatar.
• M&A strategic alliance with Daiwa, Japan.

Pan-India professional and experienced team:

It consists of over 800 people.

Track record of success:

Over the last millennium, the firm has closed over 100+ M&A/PE and 50+ ECM transactions, has consistently ranked in the top 10 M&A advisory firms and manages the wealth of over 2500 HNI families.

Investment Philosophy

• Consistently rises in value while retaining superior return ratios
• A top-notch management and entrepreneur squad
• Maintains competitive advantages by working in a niche or high-opportunity market.
• They succeed in their circle of expertise due to their unwavering emphasis on a particular product/service.

Investment Objective

Attempts to build wealth over time refer to putting in undiscovered businesses.

It is a portfolio focused on small-cap stocks. Low leveraged, well-governed niche segment portfolio with high growth potential.

Unique Feature

How did we accomplish this?

Good risk-adjusted returns result from good processes characterised by the following characteristics.

Stringent quantitative filters:

• Each offering is based on a thoroughly researched and back-tested framework to generate the investment universe,
• A high threshold for performance over long periods,
• It greatly reduces the likelihood of poor performers or poor quality companies trying to enter the investment universe and
• Uncompromised accounting and corporate governance.

Deep-dive research & experienced team:

• The dedicated and experienced research team,
• Research processes inspired by IE Research,
• Investment Committee to approve all investment decisions,
• Part of the larger Ambit group lends advantages and
• Focus on what is knowable and important.

Deep-dive research and an experienced team:

• The dedicated and experienced research team,
• Research processes inspired by IE Research,
• Investment Committee to approve all investment decisions,
• Part of the larger Ambit group lends advantages, and
• Focus on what is knowable and important.

Risk management:

• Concentrated portfolios deliver the best returns because returns are not averaged out,
• They have lower drawdowns due to exciting prospects in secular sectors, and
• They have a long-term orientation with low churn, which allows them to capitalise on the power of compounding.