Ace Lansdowne Absolute Return Strategy

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About Ace Lansdowne

  • 51% holding by Ace Partners, Co-founded by Mr. Vikram Kotak, Indian Capital Market veteran and 49% by Lansdowne Partners, managing funds globally.
  • More than 28 decades of cumulative experience of all team members
  • Passion for Long-term value creation through high quality investments
  • Committed to deliver client-centric solutions
  • Committed to the best ethics & governance standards
  • Regulated by SEBI
  • More than 25 years of experience in managing funds globally
  • Superior long -term investment returns
  • Exceptional client service
  • Perfect history of governance & ethics
  • Multiple industry awards for performance & operations
  • Regulated by UK FCA & US SEC

Fund Snapshot

Inception Date April 1, 2020
Fund Strategy Absolute Return Strategy, Long Only
Suggested Investment Horizon 3 to 5 Years
Fund Structure & AIF Category An Open Ended, Category III Alternate Investment Fund
Minimum Investment INR 1 Crore
Additional Investments minimum INR 10 Lakh
Subscription/Redemption Frequency Monthly Investment and Redemption Cycle

Fund Overview

The inaugural scheme of Ace Lansdowne India Investment Fund, the Category III Alternative Investment Fund (AIF)-registered Ace Lansdowne India Equity Fund (Fund) seeks to achieve absolute returns regardless of market conditions. The Investment Manager of the Fund is Ace Lansdowne Investments Services LLP.

The Fund invests in well selected listed firms that have been through a clearly defined investing procedure and is independent of Market Cap. The Fund will make disciplined investments in top-notch businesses to book profits once objectives are met. A seasoned investment team with more than 50 years of collective expertise throughout market cycles manages the Fund. The group leans on the parent company, Lansdowne Partners’ extensive knowledge of international stocks. The finest in class infrastructure and service suppliers assist the team. Furthermore, the fund provides relatively affordable management cost structures.

The Lansdowne Values

They are a trusted manager of their client’s wealth and at all times act in their best interests.

Excellence

We are consistent in maintaining high standards, and strive to excel in all we do

Integrity

We are honest and transparent in the way we do business and in our conduct

Passion

We are passionate about creating value through investing

Co-ownership

We believe in partnership and teamwork in putting efforts and reaping rewards.

Fairness

We aspire to treat everyone with dignity and fairness.

Investment Universe

  • Open-ended scheme investing in Equities and Bonds listed on stock exchanges in India
  • Universe of carefully selected stocks across the market cap & sectors with high liquidity with sharp focus on dynamic allocation between equities and money market instruments to generate absolute positive returns on a long-only basis

Value Proposition

  • Long-term capital appreciation by actively managing a multi-cap portfolio of carefully chosen approx. 20 companies, filtered through well defined Investment Process
  • Long-term capital appreciation by actively managing a portfolio of carefully chosen approximately 20 companies, filtered through well defined investment process

Investment Objective

  • The Fund seeks to generate positive absolute returns in all market conditions across time cycle of the fund, while managing investment/portfolio risk.

Investor Flexibility

  • Daily investment/redemption cycle with flexible STP facility allowing a pre-determined 10%/20% amount to be transferred from our Liquid Strategy to the Chosen PMS strategy at monthly intervals

Lower Volatility

  • Target to reduce volatility of returns by balancing the Equities and Bond portfolio with an actively managed dynamic asset allocation

Why Absolute Return Strategy?

  • Several macro parameters and valuation metrics (P/E, PEG, P/B, VIX, interest rate cycle, fund flows, market momentum etc.) as part of our framework shape our decision related to dynamic rebalancing between equities & debt
  • Generally moderate risk-taking investors (primarily middle-aged) constantly rebalance their portfolio to optimize their risk/returns. Absolute Return Strategy is very much suitable for such investors as the strategy does the same in a timely manner with much more focus on macro data & robust investment process
  • The portfolio construction approach will be to take advantage of market imperfections. The conservative strategy will offer a unique advantage to capture opportunities across the market to maximize the returns with better stock picking, timely entry, disciplined profit booking and dynamic allocation of portfolio between equities (for capital appreciation) and debt or money market instruments/funds (accrual of income)

Strategy Rationale

  • Several macro parameters and valuation metrics (P/E, PEG, P/B, VIX, interest rate cycle, fund flows, market momentum etc.) as part of our framework shape our decision related to dynamic rebalancing between equities & debt
  • Generally moderate risk-taking investors (primarily middle-aged) constantly rebalance their portfolio to optimize their risk/returns. Absolute Return Strategy is very much suitable for such investors as the strategy does the same in a timely manner with much more focus on macro data & robust investment process
  • The portfolio construction approach will be to take advantage of market imperfections. The conservative strategy will offer a unique advantage to capture opportunities across the market to maximize the returns with better stock picking, timely entry, disciplined profit booking and dynamic allocation of portfolio between equities (for capital appreciation) and debt or money market instruments/funds (accrual of income)

Salient Features

Investment Strategy

The endeavour is to generate positive absolute returns in all market conditions across time cycle of the strategy by actively managing a portfolio of carefully chosen approximately 20 companies, filtered through well defined investment process

Focus on Fundamentals

Investing in companies with high industry growth along with strong corporate governance, high quality management pedigree and superior execution capabilities

Portfolio Composition

  • Investment strategy will be sector & market cap agnostic but with high liquidity
  • Dynamic allocation between equities and money market instruments to generate absolute positive returns over the time cycle for defensive considerations or while waiting for expected investment opportunities, considering the view on the equity markets 

Investment Approach

Conservative strategy, better stock picking through solid research & rational thinking, timely entry depending on valuation, constant monitoring approach to take advantage of market imperfections and to follow disciplined profit booking.

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Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.