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ABANS GROWTH & MOMENTUM
Fund Snapshot
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Purpose
Concentrated portfolio, aiming at generating long-term wealth by investing in securities irrespective of market cap, including MF units to make a balanced portfolio.
Investment Philosophy
- We believe that investing in high growth companies is the best way to create long term value.
- We follow a top down approach to sector allocation, mixed with a bottom up approach to stock selection.
- The sweet spot is investing in companies that double or have the potential to double their earnings over a period of four years.
- Typical portfolio companies would be characterized by strong long term competitive edge and capable management.
Stock Screeing Methodology
BSE 500 TRI is our benchmark. Most of the portfolio companies would be from the BSE 500 universe.
1. High Visibility – Potential companies should present high top line/bottom line growth visibility
2. Capital Efficiency – Incrementally improving ROCE
3. Valuation – PE, PEG, EV/EBITDA, P/BV
4. Profit Growth – Companies which have exhibited strong profit growth in recent quarters
5. Quality of Growth – Improvement in Operating margins
6. Free Cash – Future free cash visibility
Top Down – Bottom Up Approch
TOP DOWN APPROACH
Top-down approach focuses on macro economic trends & moves down to identifying sectors and companies.
- Global Economy
- Local Economy
- Sector
- Industry
- Specific Business
BOTTOM UP APPROACH
In Bottom-up the focus is on identifying a company on the basis of its growth prospects and other individual indicators of performance over time.
Investment Themes
CONSISTENT EXCELLENCE – JB Chemicals
LARGE MARKETS – M&M, Bharti Airtel
VALUE ADDITION – APL APOLLO
POLICY MOMENTUM – Hitachi Energy, TARIL
CORPORATE ACTIONS – Apollo Hospital
Invest Openly and Responsibly
Being clear builds trust. AltPort Funds keeps you informed about your portfolio decisions, how it’s performing, and why we’re investing where we are. You’re kept in the loop, not left in the dark. This makes sure everyone is on the same page and builds confidence in your investments. When you understand what’s happening and why, investing feels like a partnership, not a mystery.
We at AltPort arrange webinars and informative videos for our investors to educate them about the funds, AMCs and Fund Managers. Keep a tab on our youtube channel and stay updated about the latest news, launches and valuable insights about the market. Stay informed about the current market trends and invest wisely with AltPort.
