About Company
MOAT
A way of life that focuses on generating superior investment performance while maintaining a superior perspective on developing long-term wealth. Moat was founded in 2014 by a talented and experienced management team that has worked closely together for decades and continues to do so now with the same investing strategy and obvious alignment of interests! Because we believe in the genuine spirit of equities investing, Moat was founded out of our desire to provide professional and cautious investment management services. over the previous several years, our SEBI-registered Portfolio Management Service (PMS) has had a track record of spotting multiple multi-bagger investment ideas early on.
Moat Special Situations
Fund Snapshot
| Year of Inception | 5-11-2020 |
| Number of Stocks | Min – 4 & Max – 40 |
| 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
To generate sustainable returns over medium to long term by making investments in companies where the promoter or the company has acquired additional shares and some special situations where the price mismatch is happening.
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
Moats and Special Situations Portfolio
Benchmark: BSE 500 TRI
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Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Multi-Act Equity Consultancy Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹700.44 | 0.68 | -1.29 | -7.70 | -2.20 | 7.26 | 12.94 | 13.17 | 11.07 | 13.92 |
| Benchmark | NA | -0.17 | -2.34 | -5.39 | -0.07 | 4.14 | 13.46 | 13.31 | 12.29 | 12.20 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Suraj Nair
Suraj Nair is a graduate engineer from Trivandrum College of Engineering who transitioned from a career in the IT and software domain to the capital markets. With over 20 years of experience, including a tenure as Vice President at a premier portfolio management firm, he is a dedicated advocate of value investing. He is well-known for his "skin in the game" philosophy, notably liquidated his personal assets to invest during the 2008 Lehman crisis. At Moat Financial Services, he leads the Sattvik Portfolio Strategy, which focuses on concentrated, low-churn investments in high-quality Indian businesses led by ethical management teams.
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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.