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AAA Budding Beasts Portfolio
Fund Snapshot
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Fund Snapshot
| Fund Type | Mid-Cap PMS |
| Benchmark Index | BSE 500 |
| Minimum No. of Stocks | 30 |
| Mid & Small Cap Exposure | 65%-100% |
| Large cap Exposure | 0%-35% |
| Max Weight in 1 stock | 10% |
| Max Weight in 1 Sector | 30% |
| Max Weight in top 10 Stocks | 50% |
Purpose
To provide long-term capital appreciation by predominantly investing into mid- and small-cap companies that have the potential to grow faster than economic growth, high return ratios, and strong management.
Investment Philosophy
DIVERSIFICATION
Three important risks : Governance, Technology and Business cycle – can be reduced only by Diversification. We invest across market cap, sectors, and companies to reduce company/sector specific risk.
STAGGERED APPROACH
We build the portfolio over a period of time. We do not follow Model portfolio approach.
DISCIPLINED EXIT STRATEGY
We have a disciplined Exit strategy. We sell/reduce due to rebalancing of the portfolio, change in growth assumption of our portfolio company, expensive valuations.
Market Size
Market size determines size of opportunity. We prefer companies which are targeting large market size to generate exponential returns.
Market Share
We buy the companies which are leaders in their sector as they are best positioned to navigate upturn and downturn of the economy.
Margin Of Safety
Price is what you pay. Value is what you get. We buy the companies which are available at reasonable valuations
Quality Screening
Screening Stage
Companies which have a good corporate governance, strong business moats along with a reasonable profit size
Deep Dive Stage
Companies which are market leaders and effectively positioned to grow and multiply
Selection Stage
Companies with strong earnings growth prospects and right valuations
Internal Checks – Forensic Assessment
MANAGEMENT PRACTICES
To assess the governance
ACCOUNTING POLICIES
Assess the consistency and fairness of the accounting policies
TAXATION MISCHIEFS
Identify the potential fraud
QUALITY OF CASHFLOW
Ability to convert the revenue to cash and re-invest into the business
Internal Checks – Longevity Assessment
LONGEVITY OF BUSINESS GROWTH
Sustenance of revenue and earnings growth Assessing competitive advantage
LONGEVITY OF RETURN RATIOS
Gauging business profitability and efficiency
LONGEVITY OF CASHFLOW
Identify financial strength
LONGEVITY OF REINVESTMENT
Intensity to generate Self sustaining growth
Why Invest in AAA Budding Beasts PMS?
- India’s investment strategy places a strong emphasis on superior and sustainable growth.
- Look for companies with a strong balance sheet and a high return on capital employed.
- Focus on companies that are emerging giants.
A High Conviction & Quality Approach
Based on our proprietary 3M Investment Approach, we invest in a portfolio of 30-50 small-midcap firms that are poised to become large companies. Based on their strong fundamentals, a strong competitive advantage, and excellent corporate governance, we are confident in their ability to weather short-term turbulence and deliver superior risk-adjusted returns to investors with a 3-5 year investment horizon.
Invest Knowing You’re Protected
Trying to get high returns without thinking about risk can wipe out your wealth fast. AltPort Funds makes sure to protect you from losses as much as we try to help you grow. Our system includes checking risks, managing potential losses, and keeping your portfolio balanced to handle tough times. By focusing on safety, we help you keep your money while still trying to grow it. Protecting what you have isn’t being scared – it’s being smart.
