Green Lantern Capital Growth Fund

Fund Snapshot

Fund Overview

The Green Lantern Capital Growth Fund is designed to generate superior risk-adjusted returns across varying market conditions by strategically investing in mid and small-cap companies. Green Lantern Capital SEBI registered PMS aims to provide investors with an opportunity to participate in high-growth businesses that demonstrate strong fundamentals, industry leadership, and the potential for healthy return on equity (ROE).

Green Lantern PMS India is ideal for long-term investors, with a minimum investment horizon of 4 to 6 years. The fund focuses on building a portfolio of companies that not only exhibit robust financial performance but also trade at a high margin of safety.

Green Lantern Capital Growth Fund Review

In this Green Lantern Capital Growth Fund review, investors can evaluate the Green Lantern PMS minimum investment approach, concentrated portfolio strategy, and focus on high-quality small and mid-cap businesses. The strategy is designed for investors seeking superior risk-adjusted returns over a 3–5 year investment horizon.

Investors comparing the Green Lantern Growth Fund and Green Lantern Capital Alpha Fund often evaluate differences in portfolio concentration, sector exposure, investment horizon, and risk profile before choosing a PMS strategy aligned with their financial goals. Green Lantern Capital Growth Fund review explores the fund’s strategy, portfolio, and PMS performance for investors seeking high-growth small and mid-cap opportunities, often discussed among investors searching for Green Lantern PMS rank 1 small mid cap strategies.

This review highlights the fund’s disciplined investment strategy, portfolio quality, and long-term wealth creation approach for investors seeking high-growth small and mid-cap opportunities, often associated with searches around Green Lantern PMS 25% CAGR and top-performing small-cap PMS strategies.

Investment Philosophy

Quality companies in growth markets:

• Strong franchises + good/ethical management
• Large market opportunities, strong competitive characteristics and high ROE
• Industry leaders
• Hunger for growth

Risk-conscious approach:

• Valuation Risk
• Earnings Risk
• Balance Sheet Risk
• Over-ownership risk

Flexible Approach:

• Combine the top-down and bottom-up approach
• Capitalizing on occasional tactical opportunities
• Ability to use cash as a hedge

Green Lantern Capital Growth Fund Overview

Investors frequently compare Green Lantern Capital PMS returns against benchmark indices and peer PMS strategies. The fund has become widely discussed in PMS Performance Review comparisons due to its focus on concentrated small and mid-cap investing and long-term wealth creation potential. The fund strategy endeavours to generate superior risk-adjusted returns, in varying market conditions, by investing in Mid & Small Cap companies. Ideal long-term investment (3-5 year Horizon) option for investors where they build a portfolio of companies that are Industry leaders, have the potential to generate healthy ROE, and are trading at a high margin of safety.

• Portfolio Structure
  • Large Cap – 0—30%
  • Mid & small Cap—70 -100%
• Number of stocks: 20 – 25
• Cash: Default Position
• Benchmark: BSE Small Cap Index

Portfolio Structure

The Green Lantern PMS portfolio typically focuses on high-growth Indian businesses across small-cap and mid-cap segments. The strategy prioritizes scalable companies with strong balance sheets, improving cash flows, and long-term earnings potential.

The fund comprises a carefully curated selection of 20 – 25 stocks, ensuring diversification and optimal risk management. The default cash position is maintained for strategic flexibility, and the fund follows the S&P BSE 500 TRI benchmark for performance evaluation.

Market Cap & Sector Allocation

The fund’s investment strategy is well-diversified across various market sectors to optimize growth potential. The asset allocation is as follows:

• Cash: 53%
• Large Cap: 13%
• Mid Cap: 8%
• Small Cap: 26%

The sectoral allocation is strategically distributed across key industries:

• Agriculture: 4%
• Power & Infrastructure: 6%
• Pharmaceuticals: 7%
• Consumer Goods: 9%
• Financials: 12%

By investing in this fund with Nilesh Doshi IIT Bombay fund manager, investors gain access to a well-balanced portfolio that capitalizes on emerging market opportunities while maintaining financial prudence.

For more details on our investment approach and strategy, get in touch with our expert advisors today!

Strengths: Investment is as much about psychology as about economics

• Deep understanding of global macro-economics and domestic businesses and promoters.
• Right temperament for riding the winners, realizing the full potential of our investments
• Being greedy when others are fearful and being fearful when others are greedy
• They are not compulsive investors
  • They only deploy capital when they find favourable Risk-reward
  • Favourable evaluations in terms of Margin of Safety
  • Do not hesitate to hold cash if they don’t find ideas that fit our criteria.
  • They also take cash off the table, once they get the expected returns much sooner than anticipated, and do not take execution risk.

Expecting a volatile 2022 – 23

• The year started with 6 – 7% inflation, which increased to 8-9% in the developed world a negative real rate of -5.5%
• USA Fed proposed a policy response to contain inflation through tapering, multiple rate hikes and shrinking B/S.
• They expect –
  • Commodity-led inflation (especially metals) should recede from Q3 CY 2022 both in terms of actual prices & also base effect as the world economy opens from COVID-19 lead restrictions.
  • Supply chains including shipment-related bottlenecks to start easing from Q2 CY 2022 & normalize in H2 CY 2022.
  • However, energy and Agri/food cost to remain elevated over the next few years until new supply capabilities are created globally
  • Also, with current geopolitical events, overall inflation may remain elevated than the targeted 3% by end of CY2022.
  • Expected multiple interest rate hikes by FED may take a breather in line with moderating inflationary pressure by H1 CY 2023
  • Across the world, trust in governments. & Central Banks are coming down over COVID-19 & inflation management.
  • The above will result in volatility across asset classes including bonds, Real Estate and Equities.

• However, with current geopolitical events and the factors above, They believe global bonds and equity as an asset class will remain under a downward bias with very high volatility.
• They expect some countries to postpone the carbon neutrality goalpost & increase the use of fossil fuels & commodities shortly.
• There should be a shift in demand from consumption towards services in CY2023.