These portfolios are developed with the primary investment objective of generating
long term capital appreciation for the investors. The portfolios have equity as
the only asset class, covering small, mid and large cap companies traded in the
Indian equity markets. From time to time, the portfolio manager will be open to
adding other assets classes or companies which do not fit into our market cap definition
but offer very good risk reward opportunities.
For Small Cap and Mid Cap companies the ideal period for investment is considered
as minimum of three years to get the benefit of capital appreciation.
For large cap companies minimum one year of investment time
is considered ideal to get the benefit of price momentum in the equity. During the
investment period the Portfolio Manager would exit from any stock if the underlying
fundamental of the particular company has changed dramatically or the growth opportunities
have shrunk significantly.
Portfolio Construction Approach:
Our approach is driven entirely by our strategy of constructing bottom-up portfolios,
by selecting companies demonstrating strong fundamentals and management quality,
medium-term to long-term growth prospects and available at reasonable valuations.
Our portfolio construction methodology does not adhere to the top-down approach
where we give a specific weightage to a particular economic sector for our allocations
Download Reports:
December Portfolio
WD- Opportunity PortfolioReport 1