Abakkus Growth Fund-1
Fund Snapshot
| Year of Inception | Jul 2018 |
| Number of Stocks | 15-20 |
| Investment Horizon | Long Term |
| Fund Managers | Sunil Singhania |
Investment Philosophy
Abakkus Asset Manager LLP is an Indian asset manager that focuses on alpha. It was founded in 2018 by Mr. Sunil Singhania and is named after the simplest ancient computing equipment, the abacus. Abakkus’ objective and vision is to become one of India’s most respected and successful asset managers.
The Abakkus portfolio beliefs have been moulded by this philosophy:-
- Profitability is predicted to expand faster than the market average for growth companies.
- Stocks with acceptable growth prospects that are fundamentally undervalued for value companies.
- Buy and hold: Invest in stocks as if you were investing in a company. Invest as if you’re a partner.
- Small businesses with a scalable business plan that have the potential to grow into large cap enterprises over time
- Research from the bottom up with a focus on the balance sheet.
- Earnings, Earnings, Earnings, Earnings, Earnings, Earnings, Earnings, Earnings
Investment Strategy
- Benchmark agnostic diversified all cap portfolios.
- Fundamental based ideas picked via a bottom up approach.
- Large cap allocation based on top-down sector view with focus on stability.
- Alpha from exposure to broader market companies with sustainable business and high ROEs.
- Endeavour to generate alpha and wealth creation by buying with typically 3-5 years holding period.
- Differentiated Portfolio adhering to our “MEETS” Framework.
- 15:15:15 discipline: Invest predominantly in companies qualifying in at least 2 out of these 3 criteria;
- >15% ROE
- >15% earnings growth
- < 15 P/E Ratio
Unique Feature
The benchmark-neutral, diversified Abakkus Growth Fund-1 portfolio includes 30–40 firms. The portfolio invests in fundamentally sound concepts chosen using a bottom-up methodology. Large-cap allocation is based on a top-down sector approach with a focus on stability. Additionally, exposure to larger market businesses with enduring operations and strong ROEs for alpha creation From a risk management standpoint, we limit sector exposure to no more than 30% at the time of investing and single stock exposure to no more than 10%. By following our “MEETS” Framework and buying with a normal holding time of 3-5 years, the portfolio aims to create alpha and wealth. The fund was established on July 12, 2018.
A mutual fund-style portfolio that is a little bit more concentrated can be purchased through the Abakkus Growth Fund, with the obvious benefit of the core investment team’s & investment strategy’s well-known consistency. It is one of an increasing number of extremely competent fund managers using the Alternatives platforms to carry out diversified, lower-risk mandates.
About Company
Abakkus Asset Manager LLP is an alpha-focused asset manager based in India. Mr. Sunil Singhania founded it in 2018 and called it after the simplest ancient computing device, the abacus. The goal and aim of Abakkus are to become one of India’s most reputable and successful asset managers. This ideology has shaped the Abakkus portfolio’s beliefs: Keep things as straightforward as possible. Be a firm believer in the basics. Focus on the fundamentals and numbers.
