Ampersand Growth Opportunities Fund Scheme (AGOFS-1)

APPROACH:
A cornerstone of their approach is building lasting partnerships based on trust and credibility. They recognize trust as essential to any successful relationship and are committed to earning and maintaining it through transparency, integrity, and reliability.
CLEAN ACCOUNTS:
Protecting the integrity of fund investment accounts involves implementing best practices to ensure accuracy, transparency, and effective capital allocation assessment.
CAPITAL ALLOCATION:
They seek out companies with a proven history of effective capital allocation, preferring those that generate free cash flows and strategically reinvest them to drive sustained growth.
COMPETITIVE ADVANTAGE:
Their experienced investment team, through rigorous primary research, constructs a portfolio of companies with significant competitive advantages.

About AMPERSAND:

• Ampersand is a collaborative team effort representing open-mindedness and unlimited scope
• Highly rated equity research analysts with a combined experience of 40+ years
• Proven track record of fund management since inception in Sep 2017; rank in top quartile amongst peers, as per CRISIL study
• Sizeable sponsor contribution underscores commitment and addresses agency risk
• Strong relationships and goodwill within the corporate and investment community

1. Investment Advisory
   Ampersand has a proven track record in assisting high-net-worth individuals (HNIs) and family offices in constructing and managing their equity portfolios, underpinned by comprehensive fundamental research. Since early 2016, Ampersand has consistently delivered superior equity returns for its clients.
2. Credible Performers
   Their AGOFS product invests in companies with transparent financials, a strong track record of capital allocation, and significant market entry barriers. They focus on reliable and trustworthy investments.

3. Mega Winners
   The term “rising giants” reflects the focus on companies poised for substantial growth and value appreciation. These investments are identified by a thorough analysis of industry trends, company fundamentals, and market conditions, aiming for high growth potential.
4. Investment Objective:
   Their goal is to consistently outperform the broad equity market benchmark, particularly the BSE 500. They also aim to minimize downside risks and portfolio volatility while aiming for superior returns.