Amsec Life

AMSEC PMS – Focused, disciplined, Research driven

Key Attributes

Inception Date: 9th June 2015

Fund Manager Name: B.N. Manjunathan

Fund Manager Experience: 37 years, out of which 32 were Indian Focused Equity investments , has deep relationships with major FIIs investing in India

Fund Manager Qualification: Economics Hons from Birla Institute.

Investment Objective

The strategy aims to invest in businesses that have proven track record , are emerging businesses or can be turn around businesses. The strategy will look to choose companies with clean and easy business models and their products should be for a large and addressable opportunity. Strategy aims to steer clear of PSU-s and Cyclicals.

Portfolio Characteristics

  • Multi-cap strategy
  • Diversified portfolio of 25-30 carefully chosen names
  • To minimize risk to one sector, a sector exposure limit of 30% and single stock limit of 10% would be maintained
  • Principle of margin of safety to be followed
  • Combination of top-down & bottom-up approach
  • Balance between growth and value
  • Focus on companies which are well managed & have sustainable growth prospects with good balance sheet
  • Lookout for emerging sectors and turn around stories
  • BUY & HOLD approach.
  • LOW portfolio churn.

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