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NARNOLIA INDIA 3T PMS FUND LAUNCHED IN MARCH 2012
Narnolia India 3T portfolio is meant to be a core buy and hold portfolio for investors who aim to capitalize the wealth creation opportunity in the Indian economy. India 3T Portfolio comprises of flexible and judicious mix of large, mid and small cap companies to have the right kind of stability to sail through tough times as well as has the right force to outperform in the long term.
The key objective of the India 3T Strategy is to outperform S&P BSE 500 (the strategy’s benchmark) while tracking it on a sustainable risk adjusted basis. This is done by managing the beta of the portfolio to S&P BSE 500 while adding alpha opportunistically based on a rigorous bottom up proprietary model. The portfolio construction is optimized to hit singles and doubles as opposed to fours and sixes. This makes it very resilient especially in bearish and sideways markets by minimizing the negative effects of de-leveraging in such environments.
Among various proven philosophies of investing, our chosen style is ‘Growth in Value’. Here the word value is derived from the word valuable i.e. factors that make a company more valuable.
Insist on knowing why & how a company makes its revenue both from a broad picture basis understanding the addressable market & dynamics as well as the microscopic financials-valuation level perspective
Prefer companies where improvement happens linearly in small steps over a relatively longer period of time as these companies’ valuation multiple expands alongwith earnings & then does not contract in a hurry
Portfolio has a pre-determined risk return expectation framework which enables taking active risk keeping in mind economic exposures, liquidity risk and stock- sector – cap- theme weightages.
Mr. Shailendra Kumar is the Chief Investment Officer at Narnolia having over 24 years of experience in research and fund management. Under his leadership, Narnolia has developed wide spectrum of category leading onshore and offshore investment products ranging from both capital protection to growth oriented funds. Under Mr. Kumar, Narnolia Financial has received numerous awards including ‘Most Consistent Portfolio Manager’. Mr Kumar holds post-graduate degrees from IIT, Delhi.
Ms Vineeta Sharma is the Head of Research at Narnolia Financial Advisors Limited. Vineeta has been in Equity research and investment industry for more than 13 Years. Over the years she has evolved her distinct style of growth stock investing which includes a proprietary process of fundamental analysis based on detailed financial modeling and bottom up analysis of the company’s financial and operating environment. She is a qualified Chartered Accountant and holds Bachelor of Commerce (Hons.) degree from Delhi University, India.
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