Moat Conservative Growth Fund
Fund Snapshot
| Year of Inception | 1/Sep/2021 |
| Number of Stocks | Min – 8 & Max – 25 |
| Investment Horizon | 5 years |
| Fund Managers | Koushik Mohan & Suraj Nair |
Investment Philosophy
Moat’s investment philosophy is designed to identify superior compounding growth stories which have the ability to deliver regularly rather than in bouts. Our investment approach keeps us fixated on our goal of picking premium quality businesses while safeguarding the client’s capital. We spot the undiscovered, hidden gems which can sustain a significantly higher Return on the capital employed (RoCE) compared to the Cost of capital (CoC) in the long-run, freeing up the excess cash flow for the business. This phenomenon not only makes these businesses resilient but also sets them a class apart. In our view, these companies deem worthy of the title “premium quality business”. We remain fixated on our aim of long-term wealth generation for all our clients. For this, we are on the constant hunt for companies that reinvest at least a portion of their excess cash flow back into the business to grow while increasing the returns for its shareholders. We stay committed to our investment picks for the long haul which gives the business time to create value and also allows us to reap the benefits of long-term compounding. Our investment approach solely looks for growth opportunities of businesses in their industries, irrespective of the size of the company or sector. We look for relatively smaller players in the industry which have the ability to become even bigger in the future. Our definition of small players also includes large cap companies, the market leader or even near market leaders if they are more than capable of further expansion and penetration in their respective industries.
Investment objective & Investment style
To Genetate sustainable returns over long periods of time and create wealth. Conservative Growth Fund investment approach is based on generating returns by investing in companies which have a proven track record of steady growth in revenues alongside the ability to consistently deliver a return on capital employed in excess of the cost of capital.
Key people
CEO – Biju John & CIO – Suraj Nair
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Conservative Growth
Benchmark: BSE 500 TRI
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Moat Financial Services Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | NA | 0.00 |
| Benchmark | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | NA | 0.00 |
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