Anand Rathi Decennium Opportunities Portfolio

Fund Snapshot

Portfolio Strategy

Multicap investing style; the fund manager may adjust the allocation based on market conditions. A minimum market capitalization of 1000 crores is required.

Maximum Single Stocks accounts for 10% of the Decennium Opportunity Fund’s sector allocation. The fund provides chances for budding enterprises at all stages of development. To give you an idea of what we are talking about, here’s a list:

• • Banking
  • Electricity
  • Chemicals
  • Logistics
  • Data
  • Defense
  • Transport
  • Real Estate

Unique Feature

Dual Focus Portfolio Strategy
Investing in firms that are expected to gain from the Industrial Revolution, new-age business, favorable policies, and companies displaying evident signs of a turnaround in their next business upcycle with stronger growth.

Stock Selection Process

• Business Moat/ Competitive Advantage Niche Business Model
• Stable and Improving Margins with Higher ROE and ROCE
• Asset Light Model (most cases) and Working Capital Efficiency
• Strong Corporate Governance Standard
• Scalability of business / Higher growth Expectation /Rising gross Block
• Substantial Upside coming from business segment which is emerging and going to lead next upcycle

Attributes They Look For

• Companies with great pricing power as a result of their market position. Also, firms may increase their margins while also increasing their return on investment (ROI).
• Concentrate on firms with high growth potential and a small number of competitors in a large market.
• Look for companies managed by people who have a proven track record and have seen the firm through many business cycles. At a cost, there is no compromise on management quality.
• Indian manufacturing has benefited from changes in global trade dynamics in various areas. Companies on the cutting edge of the Y2K craze
• Companies with robust, stable cash flows are better able to expand during periods of growth and navigate through adverse macroeconomic times.
• Companies have a low/comfortable debt-to-equity ratio.