Ambit Coffee Can Investing
|Year of Inception||2017|
|Number of Stocks||12|
|Investment Horizon||Long Term|
|Fund Managers||Manish jain|
- A large cap-oriented portfolio
- Ideal investment horizon of 8-10 years
- Concentrated portfolio with low churn
- Great companies with a proven track record of consistent growth and high RoCE
Coffee Can Portfolio is a highly concentrated portfolio with 10-15 stocks and intended churn of less than 1 stock per year on average. This allows the coffee can portfolio to benefit from “Power of Compounding” Coffee Can Pms intends to provide 20-25% Earnings CAGR over long term holding periods with volatility of portfolio similar to Govt. bonds. Do not attempt to time the market on the basis of speculation surrounding oil price, exchange rates, politics or other non-fundamental factors. Most companies in Coffee Can Pms dominate their markets and possess unassailable competitive advantages in their core industries.
About Fund Managers
Manish Jain is the Fund Manager of Coffee Can PMS at Ambit Asset Management. He has over 15 years of experience in equity research. Before moving to Ambit Asset Management, Manish Jain worked with Nomura for a decade as a Lead Analyst covering FMCG, electrical durable and retail.
Prior to Nomura, Manish Jain worked with Lehman Brothers, Enam Securities, ICICI Securities, and Motilal Oswal in the equity research space. He has consistently been voted as the best performing analyst in the research team for the past four years by ADIA, Capital World; Capital International for strong corporate access amongst others.
Manish Jain is a Chartered Financial Analyst (USA) and holds an MBA in Finance from Symbiosis Centre for Management and Human Resource Development, Pune. Ambit Coffee Can Portfolio is a bouquet of long-proven resilient companies and aims to deliver steady returns with minimal risk, thereby creating wealth over a long period.
About Ambit Asset Management
Ambit is one in every of India’s most reliable carriers of economic recommendation and capital. We are targeted on turning in tailored economic answers which can be appropriate to our customers’ needs. These are primarily based totally on our deep expertise of the Indian economic system and marketplace forces, unequalled studies and our client-targeted approach.
At the middle of our answers lies the ‘abacus’, which has ruled the improvement of mankind for centuries. Based in this ethos, we offer insightful answers that create intrinsic price for all our stakeholders.
Our enterprise acumen offers us the cappotential to peer the large photo and recognize the levers that have an effect on the enterprise drivers via clever selections and movements that could growth the long-time period profitability for our customers and ourselves ensuing in sustainable growth. We agree with that at Ambit, we own the cappotential to interrupt down complexity whilst suggesting the greatest economic answers to our customers.
Ambit Coffee Can follows the Coffee Can Philosophy of targeting super property that maintain their aggressive benefit ultimately no matter problems and adversities at ordinary intervals.
This approach stresses extra on first-rate making an investment in place of price or boom.
It selects organizations who have:
extra than INR one hundred crore marketplace cap, presence withinside the marketplace for extra than ten years, sales boom of 10% and go back on capital hired extra than 15% withinside the final ten years.
The fund sees decrease erosion of marketplace price in the course of marketplace crashes. A decrease churn of best 5-10% in a yr guarantees decrease expenses. This is an evergreen fund: you can still spend money on good, awful and common marketplace conditions.
What does Ambit do?
Ambit is a leading provider of financial advice and capital, offering customized solutions in the areas of Investment Banking, International Equities and Research, Asset Management, Wealth Management, and SME lending.
Why is it called Coffee Can investing?
Earlier coffee cans were used to store money and were hidden beneath the mattress. Then, that money was used for further investments. This system was prevalent before the banking system.
Likewise, today Ambit’s investment philosophy is based on buy and forget, also known as coffee can investing. Buy the stocks and not worry about them to earn maximum profits in the long run.
How to build a Coffee Can portfolio?
Here are some points to build a Coffee Can portfolio:
- The company should exist for at least ten years.
- The revenue growth should be at least 10% year on year.
- Market Capitalization should be more than Rs. 100 crores.
- The company should have good brand value.
- The company should have a competitive edge.
- It must use a Coffee Can Portfolio Screener.
How to invest in the Coffee Can Portfolio?
Some ways that will help you to invest in Coffee Can Portfolio for earning maximum profits are:
- Invest in a lump sum for making lump sum profits. It is always advisable to invest a considerable amount of money once a year.
- Invest in SIP every month; this should be done with the help of an assistant paid person.
- Buy the dips with the hope that they will rebound or exhibit an uptrend in the future.
Which is better, coffee can investing or mutual funds?
If you are interested in keeping your money long-term, then Coffee Can investing is the best choice. Otherwise, choose mutual funds for short-term profits and investments.
What is Ambit’s approach towards their clients?
Ambit believes in providing unbiased advice. They even advise their clients regarding when is the time to walk out of the transaction. We have a team of experienced persons who work towards creating a network of healthy relationships. For more advice, reach out to www.aifpms.com by calling on 9881156123.
For more details you can easily contact us on https://aifpms.com/contact
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Please call on : 8368586435 or 98811 56123