Emkay Pearls
Fund Snapshot
| Year of Inception | 1995 |
| Number of Stocks | 15-25 |
| Investment Horizon | Long term |
Investment Philosophy
The Emkay Pearls portfolio is based on a bottom-up stock-picking strategy. It employs a research-backed approach to investing in well-managed companies with proven management and track record. The study identifies good companies via industry headwinds or corporate issues, many of which are at a turning point in their business cycle. They use in-house solutions such as E-Qual (India’s first governance-specific stock-picking model) to minimize the hazards linked to management quality.
Investment Strategy
Emkay Pearls tries to create long-term financial success by investing in a well-diversified equity portfolio based on sound and research-backed principles.
The objective is to invest in 15-20 small and mid-cap companies using the BSE Midcap benchmark index as a guide. It employs a unique Bargain Hunting technique to identify possible equities with depressing current valuations that would provide greater returns in the long run.
The product portfolio has an average investment tenure of over five years. AIF’s investment management policy mandates investment minimum maturity period for all investments at the time of acquisition and a maximum permissible residual tenor of up to three months from date of purchase, subject to sectoral limits as per investment policy.
Unique Feature
Under the Classical Alpha methodology, their venture portfolios look to create alpha through a thorough base up stock-picking process, which is additionally braced by ‘E-Qual’ an entire structure that helps us profound plunge into different neglected parts of an organization’s administration like administration uprightness and quality, to distinguish and stay away from low potential or high-hazard organizations from entering our portfolios. This methodology has effectively guaranteed zero victories in portfolios.
The investment products obtain alpha under the Smart Alpha method by employing techniques to minimize both “selection bias” and “allocation bias.” As a result, they provide superior and consistent risk-adjusted returns.
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
EMKAY PEARLS
Benchmark: BSE 500 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Emkay Investment Managers 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 | 0.00 | 0.00 |
| Benchmark | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.