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    Investment Philosophy Document: Batch B

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    jadgug
    Group 7 presents their investment philosophy document for an actively managed fund that aims to generate long-term capital appreciation. Their objective is to identify fundamentally strong growth and value stocks that will outperform the market. Their investment philosophy is a blend of value investing and growth investing to benefit from both approaches. They believe this blended strategy will help them achieve consistent short to medium term returns while exploiting inefficiencies to generate huge long term returns. Their process involves fundamental bottom-up stock selection and sector analysis using various metrics to identify undervalued stocks with high growth potential.

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    Investment Philosophy Document: Batch B

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    jadgug
    9 views3 pages
    Group 7 presents their investment philosophy document for an actively managed fund that aims to generate long-term capital appreciation. Their objective is to identify fundamentally strong growth and value stocks that will outperform the market. Their investment philosophy is a blend of value investing and growth investing to benefit from both approaches. They believe this blended strategy will help them achieve consistent short to medium term returns while exploiting inefficiencies to generate huge long term returns. Their process involves fundamental bottom-up stock selection and sector analysis using various metrics to identify undervalued stocks with high growth potential.

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    Group 7 presents their investment philosophy document for an actively managed fund that aims to generate long-term capital appreciation. Their objective is to identify fundamentally strong growth and value stocks that will outperform the market. Their investment philosophy is a blend of value investing and growth investing to benefit from both approaches. They believe this blended strategy will help them achieve consistent short to medium term returns while exploiting inefficiencies to generate huge long term returns. Their process involves fundamental bottom-up stock selection and sector analysis using various metrics to identify undervalued stocks with high growth potential.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    9 views3 pages

    Investment Philosophy Document: Batch B

    Uploaded by

    jadgug
    Group 7 presents their investment philosophy document for an actively managed fund that aims to generate long-term capital appreciation. Their objective is to identify fundamentally strong growth and value stocks that will outperform the market. Their investment philosophy is a blend of value investing and growth investing to benefit from both approaches. They believe this blended strategy will help them achieve consistent short to medium term returns while exploiting inefficiencies to generate huge long term returns. Their process involves fundamental bottom-up stock selection and sector analysis using various metrics to identify undervalued stocks with high growth potential.

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    Investment Philosophy Document

    Batch B

    Group 7
    Vibhor Aggarwal - D001
    Saikath Bose - D013
    Swati Jain - D027
    Abhishek Kudalkar - D031
    Gaurav Kumar – D032
    Anurag Shukla – D052
    Investment objective:
    Our fund aims to generate long term capital appreciation by investing in good quality
    companies listed on BSE and NSE indices. The objective is to identify fundamentally strong
    growth and value stocks which will outperform the market in the long run, generate
    substantial alpha and provide downside protection. This will be a growth fund and thus we
    will be reinvesting the dividends given by the companies in order to extract higher benefits of
    compounding in the long run.

    Investment Philosophy:
    Our investment philosophy is a blend of value investing and growth investing. For people
    who are new to investing, growth investing is investment in stocks that would provide
    potential upsides as the companies are expected to increase their earnings in near future while
    value stocks are the businesses that have capability to generate strong returns in the long-
    term.

    Rationale:
    The rationale for our philosophy comes from our years of experience in the field of portfolio
    management that has helped us identify gaps in investor’s philosophy of trading. Individual
    investors may find it a daunting task to pick good stocks from the vast pool of stocks listed
    and more often than not end up buying stocks which are popular but overvalued or worthless
    penny stocks. This results in missing out on the benefits offered by both types of investment
    philosophies.
    Our well-developed methodology will help us to identify the right bunch of both growth and
    value stocks. We believe that using this blended philosophy we will be able to out-perform
    the market by generating consistent returns in the short and medium term while exploiting
    market inefficiency and generate huge returns in the long term.
    We believe that a blend of these two strategies will be beneficial to our clients and help them
    achieve their financial targets. We understand that there is market risk involved in stocks and
    hence we not only depend on our predefined criteria of screening as per robust metrics, but
    also understand the business fundamentally and single out stocks only if it checks all our
    boxes. We aim to tackle volatility with our value-based stocks and on the other hand we also
    identify quality companies having strong management structure and competitive advantages
    which would help these firms become leaders of the future and yield consistent good returns
    for our clients. 
    Investment Process:
    Our fund uses a fundamental, bottom-up stock selection process combined with a top-down
    view on sectors. As our fund consists of a mix of both value and growth stocks, we will be
    looking at the metrics like revenue growth, earnings growth, operating cash flow, debt/equity,
    current ratio, quick ratio, dividend pay-out ratio, P/E, PEG, P/BV among others.
     
    Diversification Process: Our fund aims to harness the power of diversification by investing
    in stocks of different sectors to mitigate risk by bringing into picture the power of correlation
    and create a better risk-return profile. We also intend to explore the use ETFs to get further
    diversification, as this helps us bring in additional components such as commodities and
    bonds also and this can be used to improve the portfolio.

    Alpha Generation Process: Selecting stocks which have high growth while at the same time
    identifying undervalued stocks of fundamentally sound companies based on our bottom up
    research in order to outperform the market in the long run.

    Management Fees: 0.75% of the AUM will be charged per year. This fee is for the active
    management of the fund.

    Performance benchmark: Nifty 50


    This is an actively managed fund. Though there will be overlap between the portfolio
    holdings and benchmark, the fund managers have broad discretion to deviate from its
    securities, weightings and risk characteristics.  

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