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Ace Lansdowne Liquid Strategy

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Category PMS
Company Ace Lansdowne Investments Services LLP
Fund Managers Vikram Kotak
Share: f x in w

About Company

Ace Lansdowne Investments Services LLP

Ace Partners owns 51% of the joint venture Ace Lansdowne Investments Services LLP, while the Lansdowne Partners Group holds 49% of the shares. Vikram Kotak co-founded Ace Partners to establish an asset management company in India. He has extensive experience in the Indian capital market. Sir Paul Ruddock and Steven Heinz launched The Lansdowne Partners Group in the UK in 1998 with the goal of creating a premier investment management partnership that is centred on providing excellent long-term investment returns and first-rate customer service. Throughout the years, The Lansdowne Partners Group has won several industry honours for both exceptional performance and functional infrastructure.

Core Investment Pillars

  • Absolute Return Mindset: Unlike traditional funds that focus on beating a benchmark (even if the benchmark is down), Ace Lansdowne aims to generate positive absolute returns across various market conditions. They prioritize capital preservation during market corrections and consolidations.

  • Dynamic Asset Allocation: To reduce volatility, they actively balance portfolios between equities and bonds. This flexibility allows them to shift weightings based on market valuations and growth potential.

  • High Conviction & Concentration: Their strategies, such as the Focused 10 PMS, typically invest in a small number of high-conviction stocks (e.g., maximum 10–20 companies) that have been filtered through a disciplined investment process focusing on quality and corporate governance.

  • Skin in the Game (Low Fixed Fee Model): A unique part of their philosophy is the alignment of interest with clients. They often use a low fixed management fee (e.g., 0.50%) and rely more on performance-linked variable fees, meaning they "get rewarded only when the clients make money."

 

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Section: Fund Leadership
Meet the Fund Managers

Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.

Vikram Kotak

Vikram Kotak

Vikram Kotak is a veteran of the Indian capital markets with nearly 30 years of experience in equity and debt investments. Before co-founding Ace Partners, he served as the CIO – Equities for Deutsche Asset Management India, where he managed over $1.2 billion in assets. His career also includes a significant tenure at Birla Sun Life Insurance, where he headed investments exceeding $4 billion. At Ace Lansdowne, he leads the investment strategy, focusing on high-conviction, concentrated portfolios like the "Focused 10 Strategy," which targets long-term capital appreciation through fundamental research.

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