DIVERSIFIED LONG TERM VALUE

Distributed through AltPort Experts. Comprehensive fund documentation can be accessed through our research team.

Category PMS

Company Counter Cyclical Investments

Benchmark BSE 500 TRI

Counter Cyclical Investments

Counter-Cyclical Investments is a Portfolio Management Service Provider duly registered with SEBI under Registration number INP000006554 since July 2019.

They generally invest in small companies to generate big returns.
Their team’s expertise lies in not just spotting and evaluating but also investing in promising small capitalization companies.
Their experience demonstrates that investing in a diversified portfolio of small-cap stocks with strong growth potential, driven by trustworthy management, purchased below their intrinsic value, and held with patience while continually monitoring business fundamentals, generates good returns over extended periods.
Over the years, their team has interacted with hundreds of management/promoters, which has enabled them to develop profound insights into their business, prospects and commitment to strong corporate governance.
They might be the only PMS that doesn’t charge any upfront fee. Instead, they only take a performance fee when investors earn more than 10% returns annually on their investments.
They believe in honesty and transparency.

Counter Cyclical Investments DIVERSIFIED LONG TERM VALUE

Fund Snapshot

Inception Date: 03rd July 2019
Investment Approach: Diversified Long-Term Value
Category: Small & Mid Cap

Fund’s USP:

They are research oriented.
Passionate about discovering new businesses and uncovering their potential.
50% of their assets under management come directly from their founders, showing their commitment.
They don’t follow the ‘Model Portfolio’ approach. Each investment is tailored and unique.
They have no upfront fixed fee/management charges.
Their portfolio spans over 100 fundamentally strong small-cap gems.
They conduct thorough on-site research, traveling to remote areas across the country to gain firsthand insights.
With over 15 years of experience in the small-cap domain, the founders bring unmatched expertise to the table.

WHO SHOULD INVEST WITH THEM

Investors who don’t need frequent reassurance during market falls.
Those seeking moderate returns ((15-25% CAGR ~ money doubling in 3-5 years).
Patience is the key, with a minimum investment horizon of 5 years as growth takes time.
Those willing to invest more when markets are down and adjust return expectations when markets are up.
Understanding that equity investments are volatile and returns can vary greatly from year to year.
Knows that market crashes are unpredictable and liquidity risks are higher in small-cap investments.
Avoiding panic selling during market crashes is crucial, as it can exacerbate losses.
Accepting that market cycles of boom and bust are normal and losses may occur periodically.
No market timing or cash calls are provided; investments are deployed promptly based on available opportunities.
Investors are responsible for market timing decisions; full investment is generally maintained.
Limited communication focus; no newsletters or relationship managers provided.
No insurance against market downturns or unforeseen losses.

	AUM(Cr.)	1M	3M	6M	1Y	2Y	3Y	4Y	5Y	Ince.
Performance	₹1086.85	4.89	13.47	26.09	14.74	3.64	18.63	25.83	29.18	45.31
Benchmark	NA	-0.09	3.86	1.43	4.72	-0.11	12.09	11.90	10.90	14.20

AUM(Cr.)

Ince.

Performance

₹1086.85

4.89

13.47

26.09

14.74

3.64

18.63

25.83

29.18

45.31

Benchmark

-0.09

3.86

1.43

4.72

-0.11

12.09

11.90

10.90

14.20

DIVERSIFIED LONG TERM VALUE