FlexiCap Scheme
We have one scheme where we invest in market-cap agnostic manner and the selected benchmark index is a broad diversified index. Our objective is to achieve capital appreciation by primarily investing in listed securities using growth and value investing principles for long term compounding. We invest based on a bottoms-up approach along with sector overlays.
Some of the rationale for selections are:
⮚ Companies with ability to compound capital
for long-term due to strong
business model, sustainable competitive advantages, operating in large
markets, etc.
⮚ Enduring brands
⮚ Innovation led businesses which benefit from technology, network
effects and changing consumer preferences
⮚ Companies with long runway to redeploy profits into it’s core
business
⮚ High ROCE / High Gross Margin which provides margin of safety to
operating model
⮚ Management with strong execution track record with good Corporate
Governance practices
⮚ Investing in companies with Contrarian viewpoint including turnaround
and re-rating candidates when availability with reasonable margin of
safety
⮚ Any other basis which in the opinion of the Portfolio Manager is
appropriate within the objectives of the investment approach.