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Ambit Coffee Can PMS

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Welcome to AIF & PMS Experts India Pvt. Ltd.

About Company

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 in 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.

Fund Snapshot

Year of Inception 2017
Number of Stocks 12
Investment Horizon Long Term
Fund Managers Manish jain

Unique Feature

  • 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 Ambit Asset Management

Philosophy

Consistent Track Record

Companies having an excellent financial track record of revenue growth and earnings for over 10-20 years with identifiable DNA

Long Term Wealth Creation

Coffee Can Portfolio intends to provide 20-25% Earnings CAGR over long-term holding periods with the volatility of portfolio similar to Govt. bonds (holding period>3 years).

Low/Negligible Churn

Coffee Can Portfolio is a highly concentrated portfolio with 10-15 stocks and an intended churn

of less than 1 stock per year on average. This allows the portfolio to benefit from the “Power of Compounding”.

Do not “TIME” the market

Do not attempt to time the market on the basis of speculation surrounding oil price, exchange rates, politics or other non-fundamental factors.

Stringent quantitative filters

Each offering is based on a deeply researched and backtested framework

to generate the investment universe

▪ High threshold for performance over long spans of time, greatly

Minimize chances of poor performers or poor quality companies

entering into the investment universe

▪ High quality of accounts and corporate governance is uncompromised

Experienced team & deep-dive research

The dedicated and experienced research team

▪ Research processes inspired by IE Research

▪ Investment Committee to approve all investment decisions

▪ Part of the larger Ambit group lends advantages

▪ Focus on what is knowable and what is important

Focus on earnings growth + earnings quality

Lower obsession with timing when one is investing in a superior Caliber of companies

▪ Companies with a consistent track record and leadership traits are Preferred

▪ Past track record + Future sector potential + Current management Capabilities = Comfort in delivering quality earnings

Risk management

Concentrated Portfolios deliver the best returns as returns do not get Average out

▪ Lower drawdowns due to consistent performers in secular sectors

▪ Long term orientation with low churn realize the power of compounding

▪ Long term orientation with low churn realize the power of compounding

▪ Long term orientation with low churn realize the power of compounding

About Fund Managers

Manish Jain:Fund Manager of Coffee Can PMS

Manish Jain
Manish Jain Ambit Asset Management’s Coffee Can PMS Fund Manager is Manish Jain. He has over 16 years of equities research experience. He spent a decade as a Lead Analyst at Nomura covering FMCG, electrical durables, and retail before joining Ambit Asset Management. Before joining Nomura, Manish worked in equities research at Lehman Brothers, Enam Securities, ICICI Securities, and Motilal Oswal, covering consumer, paint, sugar, pipes, auto, and auto ancillaries, among other sectors. For many years, ADIA, Capital World, and Capital International have repeatedly chosen him as the highest performing analyst in the research team for solid corporate access, among other things. Manish possesses an MBA in Finance from the Symbiosis Centre for Management and Human Resource Development in Pune and a Level 2 Chartered Financial Analyst (USA) certification.

 

Aishvarya Dadheech:Director & Fund Manager – Ambit Investment Advisors Private Limited

Aishvarya Dadheech

Ambit Asset Management’s Ambit Good & Clean Midcap Portfolio and Ambit Emerging Giants Portfolio are managed by Aishvarya. He has over 13 years of investment and equity research expertise. Before joining the Asset Management division, he was a Vice President in the firm’s Principal Investment division, where he was responsible for managing Ambit’s shareholder money. Aishvarya spent seven years as an Equity Fund Manager at Reliance Life Insurance before joining Ambit’s Principal Investment division in 2017. He was a member of the investment team that oversaw a $2.5 billion AUM. He also spent three years as an Equity and Credit Analyst at CRISIL Limited (a Standard & Poor’s Company). Aishvarya is a Chartered Accountant and a CFA® charter holder. He has an MBA in Finance and a bachelor’s degree in Accounting (Honours) from St. Xavier’s College in Kolkata.

Investment Philosophy

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.

FAQs

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.

Product - AMC Category AUM (in Cr.) Performance 1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI

Ambit Coffee Can Portfolio

AMC Name: Ambit Investment Advisors Limited Inc Date: Mar-2017
large cap
(PMS)
1026 Strategy 5.60 12.70 7.80 4.30 23.60 19.40 18.00 NA 19.30
Nifty 50 3.50 7.10 5.70 3.70 24.90 17.20 12.40 NA 13.30

Emerging Giants Portfolio

AMC Name: Ambit Investment Advisors Limited Inc Date: 1-Dec-17
small cap
(PMS)
253.18 Strategy 9.10 16.60 11.70 10.80 30.00 33.70 NA NA 16.90
BSE Smallcap 5.90 8.60 7.50 6.40 41.40 31.70 NA NA 10.30

TenX Portfolio

AMC Name: Ambit Investment Advisors Limited Inc Date: 13-Dec-21
multi cap
(PMS)
99 Strategy 7.30 14.30 10.90 NA NA NA NA NA 4.50
BSE 400 5.80 9.20 8.50 NA NA NA NA NA -1.40

Good & Clean Mid Cap Portfolio

AMC Name: Ambit Investment Advisors Limited Inc Date: 12-Mar-15
mid cap
(PMS)
636 Strategy 3.50 8.80 7.20 6.00 27.50 19.30 15.30 NA 14.10
Nifty Midcap 100 6.20 11.30 11.50 10.80 37.40 26.20 11.50 NA 12.20

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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.