Motilal Oswal Ethical Strategy
Why Ethical
- Risk sharing principle protects parties and, in turn, society from questionable social and financial practices
- Overall debt ratio is capped and interest-bearing transactions are limited under the guidelines
ESG Investing Parallels
- Strategy draws multiple parallels with ESG Investing due to its foundation of promoting social responsibility by promoting stewardship, social responsibility, and value creation
- Additional layer of balance sheet screening and low leverage
For Investors
- Strategy well positioned to cater to community investment guidelines, e.g., Muslims & Jains
- Segments which have a negative societal opinion are naturally avoided (tobacco, alcohol, pork, gambling, inappropriate media etc.)
- Socially responsible and governance-conscious investors as part of ESG Investing
The 4 P’s
Philosophy
India’s only fund house with a documented investment philosophy carefully honed by 25 consecutive years of Wealth Creation Studies
Professionals
a 12-member-strong Research Team & a 25 member Investment Team with a wealth of investing experience
Process
Continuously evolving through insights and a knowledge-based culture – 25 frameworks developed that provide an investment edge
Performance
17-year legacy of identifying Multi-baggers (Vision to See +Courage to Buy +Patience to Hold) across mandates
Market Cap Breakup
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Your Portfolio’s Best Decisions Start Here
Every smart outcome begins with a smart choice. At AltPort, your portfolio is built on choices that are researched, reasoned, and ready for market shifts. If you want investing that feels grounded and structured, we’re here.
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