Book A Meeting
+91 95616 10108
WhatsApp Us
Book A Meeting
Centrum Microcap
Fund Snapshot
| Year of Inception | 2016 |
| Number of Stocks | 16 |
| Investment Horizon | Long Term |
| Fund Managers | Abhishek Anand |
Investment Philosophy
- Centrum Microcap fund aims to invest mainly in equity/equity-related instruments of companies that can be categorised as microcaps in order to achieve long-term capital appreciation.
- Exposure to large-cap stocks can be taken in a weightage that is deemed acceptable based on market conditions to provide portfolio stability.
EDGE Framework
- Earnings Growth (E): driven by criteria such as minimum ~15% EBITDA growth and ~15% ROCE | High cash to EBITDA ratio (65% and above) | Low leverage (<2x)
- Deep Dive Research (D):driven by factors like size of the opportunity, competitive advantage, scalability and channel checks
- Governance (G): evaluated based on accounting quality, past capital allocation, past related party transactions and dividend policy
- Execution (E):past track record and promise vs delivery historically
The above-mentioned EDGE framework is used to identify leaders.
Leadership traits are defined as
- Market Share
- Promoter/Management Pedigree
- Operating Margins and Return Ratios
- Brand/Distribution Strength
- Business Growth and Pricing Power
- R&D and Technology Differentiators
Unique Feature
Investing in micro-caps
