Centrum Wealth Creator
Fund Snapshot
| Year of Inception | 2011 |
| Number of Stocks | 20 |
| Investment Horizon | Long Term |
| Fund Managers | Abhishek Anand |
Investment Philosophy
- Liquidity would be given by large-cap stocks.
- Mid-cap stocks with deep value to contribute to wealth formation
EDGE Framework
- Earnings Growth (E): driven by criteria such as minimum ~15% EBITDA growth and ~15% ROCE | High cash to EBITDA ratio (65% and above) | Low leverage (<2x)
- Deep Dive Research (D):driven by factors like size of the opportunity, competitive advantage, scalability and channel checks
- Governance (G): evaluated based on accounting quality, past capital allocation, past related party transactions and dividend policy
- Execution (E):past track record and promise vs delivery historically
The above-mentioned EDGE framework is used to identify leaders.
Leadership traits are defined as
- Market Share
- Promoter/Management Pedigree
- Operating Margins and Return Ratios
- Brand/Distribution Strength
- Business Growth and Pricing Power
- R&D and Technology Differentiators
Unique Feature
Investing in businesses giving consistent returns
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Abhishek Anand
Abhishek Anand brings more than two decades of experience in financial services and equity markets, making him one of the seasoned voices within Motilal Oswal Asset Management. His career includes a distinguished decade-long stint at Centrum, where he built a reputation for sharp market insight, disciplined risk management, and a strong understanding of business cycles. With nearly 10 years of portfolio management experience, Abhishek has honed the art of balancing conviction-led investing with structured research frameworks. His earlier roles at SBI Capital, Dun & Bradstreet, Centrum Wealth Management, and Centrum Broking strengthened his understanding of corporate analysis, financial modelling, and market behavior. At MOAMC, he currently manages alternate strategies across the Value Migration, BOP, and Founders portfolios, each known for its differentiated philosophy and thematic depth. Abhishek’s ability to blend qualitative insight with quantitative rigor makes him a key driver of strategy performance and investor confidence within the alternates division.
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