Fund Snapshot
| Year of Inception | 30th October 2014 |
| Number of Stocks | 15-20 |
| Investment Horizon | 3-5 years |
| Fund Managers | Anup Maheshwari |
Investment Philosophy
TheĀ investmentĀ industry is a cutthroat space where companies constantly fight forĀ investment dollars. To survive, these investment firms need to have the most innovative products and services on the market. Our Turnaround Opportunity Fund has been doing that-helping good businesses succeed by providing capital during their time of need. Please go through this article from start to finish so you can see what makes them different in a crowded market!
The Turnaround Potential Fund is looking to build a portfolio of firms with a demonstrated track record that have the potential to see significant improvements in fundamentals in the future.
Businesses frequently experience short-term swings in profitability and development, owing to a variety of reasons, including:-
- Suboptimal capital allocation
- Policy & regulatory changes
- Behavioural shifts
- Weak economic activity
Investment Strategy
The objective is to acquire stakes in firms that have the potential to return and create value.Value creation, organization disruption & re-rating
Turnaround event Improving fundamentals:
To begin with, businesses may experience disruption or downturns due to a variety of reasons.
Furthermore, firms respond to these declines by taking measures such as implementing strategic, organisational, operational, orĀ financial servicesĀ andĀ financialĀ counsels to stabilise their businesses.
Third, the plan is to identify and invest in businesses on the verge of recovery or turnaround, producing long-term value. During the fundās term, there may be times when promising turnaround possibilities might not exist. In such cases, the investmentĀ manager may invest in secular opportunities under the SCDV framework.
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.
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