To generate superior returns over medium to long term by investing in cherry picked public listed Indian stocks across Large, Mid & Small capitalization companies. The emphasis is to invest in a diversified portfolio of companies having good corporate governance, sustainable growth prospects, in emerging sectors & in turn around stories.
FlexiCap investment approach
Combination of Long & Medium term investment approach
Focused portfolio of around 25-35 carefully chosen names
Combination of top-down & bottom-up approach
Focus on well managed companies with sustainable growth & Clean Balance Sheets.
Lookout for emerging sectors and turn around stories
Take cash calls based on market volatility
Benchmark S&P BSE 500
An All Weather Portfolio is curated by having allocation across Large, Mid and SmallCap companies that falls in one of the below baskets:
Companies lead by good managements, superior
business quality, consistently growing with clear moat, size of opportunity & high
visibility in earnings.
Examples: Private Banks, Consumption Theme…
Out of favor due to headwinds at company/sector
level and currently loss making or marginal profits but expects turnaround in situation.
Example: Capital Goods, Chemicals…
Good companies which are not getting the fair due
because of the some questions on quality of growth or some market misconception.
Examples: NBFC, Auto Ancillary…
Management Change, Introduction of Second Generation, Corporate Action, MNC parent getting aggressive on India
Portfolio construct to work at multiple levels to achieve returns
India is th Largest Democracy, with best Demographics & ever rising Demand. Will move up to be the 3rd largest economy which is also the fastest growing global economy.
It’s no longer a question as to why invest in India, the question now is how much to invest in India
PhillipCapital: Global financial house that is spread across 15 countries, +45 years of successful existence, managing USD 65 bn under asset/custody
Team is deeply rooted in research driven process that is aptly supported by +35 research analyst/associates and a strong fund management team
Phillip India - Billion Opportunities is the best way to tap into India growth story as it’s a flexicap fund that would be investing in ideas of today and trends of tomorrow.
Fund :
Phillip India - Billion Opportunities Fund
Investment Manager :
Phillip Ventures IFSC Pvt. Ltd
Strategy :
Long Only India Public Market Fund
Domicile :
Gift City, India
RTA :
K Fintech
Fund Auditor :
E&Y
Custodian :
ICICI Bank
Minimum Subscription :
USD $ 151000
Top-Ups :
In multiple of USD $ 10000
Type:
Open Ended
Redemptions :
Monthly
Investor Type:
NRI's & Foreign Nationals
For any further queries please feel free to Talk to Phillip: pibof@phillipventuresifsc.com
US Stock
