Quest Investment Advisory Flagship PMS

Fund Snapshot

Investment Philosophy

Generate massive returns from 20-25 handpicked, quality multi-cap stocks irrespective of their sector. Preference to be given to businesses with stellar management track records over significant periods. Focus on a few sectors at a time and rotate sectors over time. 40-50% allocation into stable quality stocks with massive earnings growth. 20-30% in stocks which can potentially generate substantial P/E expansion. 20% into stocks which have immense value and seem to be undervalued in the current market due to temporary market variations and trends. Keep booking profits at appropriate intervals to manage cash levels.

Unique Feature

The industry of financial advice has a more than 30-year history, with Mr. Ajay Sheth laying the first cornerstone in the late 1980s. The Quest was founded to provide FIIs, Mutual Funds, and other institutional investors in mid- and small-cap markets with first-rate, individualised stock research. Currently watches after money for HNI, family offices, and enterprises. Began offering portfolio management services in 2007. They currently look after the finances for more than 1100 clients who fit this description. With more than 100 years of combined expertise in Indian stocks, their seasoned investing team is now overseeing a little less than USD 200 million across several PMS strategies..

Their Morals

Integrity

The importance of honesty in the realm of investment management cannot be overstated. They attest to it and make investments in companies that stand out for their integrity in doing business.

Patience

The return on a sensible investment takes time to materialise. It could be difficult to keep from being distracted by every upswing and downswing the market goes through. Some rules, however, just survive the test of time.

Trust

The motivation behind Quest is trust. In our dealings with partners, investors, and the general public, they value and understand the relevance of this. Trust is essential in the area of financial management.

Gratitude

They make an effort every day to learn from the market they serve, which is far bigger than our own. They work hard to win the respect of all of our partners and stakeholders and value the ties we have with them.

Investment Methodology

Look for businesses with a strong potential for earnings growth while being market-cap and sector-neutral.

Take advantage of market turbulence by managing the cash amounts in the portfolio.

Have the adaptability to change with different sectors, revenue cycles, and business cycles.

Don’t overpay for businesses; consider value. Look for companies with solid balance sheets and consistent cash flow.

Search for opportunities for P/E re-rating.

Attributes

Businesses with strong pricing power as a result of being market leaders. Additionally, companies can raise their ROE and margins.

When there are few rivals and a large market, think about investing in enterprises with great growth potential.

Since the implementation of the GST and increased tax compliance, the price differential between organised and unorganised goods has decreased across all industries. Nowadays, people are increasingly aware of brands. Strong cash flow generation capabilities and modest, comfortable book leverage are qualities they seek for.

The mechanics of international trade have altered, opening doors for Indian manufacturing in a variety of sectors. Leading the Y2K moment are businesses.

Strong, dependable cash flows enable businesses to flourish during boom times and overcome difficult macroeconomic situations.

companies with manageable or modest debt loads.