Minimum Amt
Monthly SIP Amt
Risk
High
Product Type
Type of Securities
Benchmark
Period
Market Cap
Fees
2.5% p.a. of your Investment Value + GST.
Product Type
Actively Managed Advisory Product
Benchmark
Market Cap
MultiCap
Type of Securities
Equity
Period
Fees
2.5% p.a. of your Investment Value + GST.
WHAT IS ALPHA
CORE & SATELLITE
Gain from short-term and long-term opportunities with this single strategy that perfectly balances both. Core portfolio supports wealth building by focusing on high-quality businesses for long term and Satellite portfolio attempts to discover earnings and rebalancing with businesses that gain from changing economic cycles. Own companies which are amongst leaders in their industry which can generate superior ROCE and cyclical businesses which would benefit from current economic cycle.
KEY FEATURES
INVESTMENT UNIVERSE,
PROCESS & STRATEGY
- Defined investment universe to include companies with good quality businesses, strong track record and corporate governance
- Confluence of Sector/Company research; Regular expert/ management interaction
- Portfolio Construction based on best ideas on bottoms up basis
- Zero tolerance to minimize Price/Volatility/Liquidity & Quality risk
investment universe process & strategy
Idea Generation
Our Investment Team’s Analysts conduct quantitative and qualitative research on businesses in the investable universe to find promising enterprises. This study include going through company filings and transcripts, networking with industry participants, filtering by financial indicators that we believe are leading predictors of business quality, and much more.
Fundamental Analysis
After identifying a potential company, the Investment Team performs bottom-up fundamental analysis to see if the business has enduring competitive advantages, promising future growth and unit economics, and sound management. This procedure entails reviewing the company filings from the previous few years, the earnings transcripts, the management presentations, and sell-side research to comprehend how the business and its sector function.
Valuation
The Investment Team evaluates the company’s absolute and relative valuation in comparison to their assessment of its long-term intrinsic value after validating the company’s competitive advantages, growth prospects, and management quality.
Portfolio Monitoring
