Investment Framework
Two-Fold Investment Objective
Capital Preservation
By focus on quality business, run by great management, bought at reasonable price & applying an appropriate risk management framework
Capital Appreciation
By participating in sectors and themes favoured by strong economic tailwinds & a high probability of success in the medium term
The QGLP Objective
- High ROE/RoCE
- Earning Growth
- PEG Framework
- Skin in The Game
ADDITIONAL CAPITAL PRESERVATION VIA PROGRESSIVE RISK MANAGEMENT
Stock Weightage Rationalization
Minimum Exposure Criteria as well as cap on maximum weights relative to benchmark
Profit Taking Framework
Link to Returns/Portfolio weight levels
Diversification Strategy
Cap on maximum number of stocks in the portfolio
Stop Loss Mechanism
Quarterly rolling triggers relative to benchmark
Implementing Limited Turnover
Churning out stocks to book profits or stocks with lower conviction
Right To Win
QGLP
Documented investment philosophy used to identify over 190+ companies
Assets Under Management
Motilal Oswal AMC manages over INR 47,000 Cr of AUM across all funds
Vintage In Equity
20+ years of managing pure equity funds
Specialists
Six sister businesses helping with their expertise across capital markets, private equity, research, and distribution
Process Improvement
We are constantly striving to evolve and improve our processes with recently adding incremental risk framework
Successful Exits
Motilal Oswal AIF has delivered 4 successful exits with an average IRR of 16.3%
Wealth Creation Study
27 wealth creation studies adding value to our equity experience
Skin in The Game
Our conviction exemplified by prop AUM of INR4,000 Crs across funds
