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Quest Investment Advisors Multi PMS
Fund Snapshot
| Year of Inception | 2014 |
| Number of Stocks | 30 |
| Investment Horizon | Long Term |
| Fund Managers | Aniruddha Sarkar |
Investment Philosophy
Generating Alpha in such a way that it can beat the benchmark. The fund has major allocation in companies with stable earnings. They avoid themes that are structurally weak, for investing. One of their key strategies is to actively manage cash levels in the portfolio and book timely profits. Quest investment advisors multi PMS also invests in companies that have valuation comfort with ample margin of safety.
Unique Feature
The investment advising sector has a history dating back more than 30 years, with Mr Ajay Sheth laying the first foundation in the late 1980s. The Quest began as a source of top-notch, personalized stock research for FIIs, Mutual Funds, and other institutional investors in mid- and small-cap markets. Began providing portfolio management services in 2007 and presently looks after money for HNI, family offices, and businesses. They now manage the money for over 1100 clients that fit this description. Their seasoned investment staff, with more than 100 years of combined experience in Indian equities, is currently managing a little under USD 200 million across different PMS strategies.
Their values
Integrity
It is tough to overstate the value of integrity in the field of investment management. They vouch for it and invest in businesses that stand out for their honesty in conducting business.
Patience
A wise investment doesn’t start to pay off right away. It might be challenging to avoid becoming sidetracked by every upswing and downswing the market experiences. However, some laws just withstand the test of time.
Trust
Trust is the driving force behind Quest. They appreciate and recognize the significance of this in our interactions with partners, investors, and the general public. In the world of financial management, trust is crucial.
Gratitude
They recognize that the market they serve is far larger than our own, and they make a daily effort to learn from it. They appreciate our relationships with all of our partners and stakeholders and work hard to earn their respect.
Investment Strategy
Be market-cap and sector-neutral, and search for companies with a high potential for profit growth.
Utilize market volatility to your advantage as you manage the portfolio’s cash levels.
Be flexible enough to shift across industries, income cycles, and business cycles.
Don’t overpay for companies; pay attention to valuation. Look for companies with solid balance sheets and consistent cash flow.
Look for chances for P/E re-rating.
Attributes
Companies that, as a result of their position as market leaders, have great pricing power. Additionally, businesses can increase their margins and ROE.
Consider investing in businesses with high growth potential when there are few competitors and a vast market.
In all industries, the price difference between organized and unorganized items has decreased since the implementation of GST and increased tax compliance. People are more conscious of brands now. Qualities they look for strong capacity to generate cash flow and moderate and comfortable leverage on books.
The mechanics of global commerce have changed, creating possibilities for Indian manufacturing across a range of industries. Businesses leading the Y2K moment
Businesses with robust, reliable cash flows are better able to grow during boom stages and navigate challenging macroeconomic conditions.
Businesses with manageable or moderate levels of debt.
