Ambit Emerging Giants Portfolio

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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 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.

Fund Snapshot

Year of Inception 2015
Number of Stocks 13-18
Investment Horizon Long Term
Fund Managers Aishvarya Dadheech

Investment Philosophy

  • Consistently rises in value while retaining superior return ratios
  • A top-notch management and entrepreneur squad
  • Maintains competitive advantages by working in a niche or high-opportunity market.
  • They succeed in their circle of expertise due to their unwavering emphasis on a particular product/service.

Overview of Ambit

The world’s leading full-service investment bank with an emphasis on India:

There are innovative methods for reducing complexity. A comprehensive understanding of the current regulatory framework is available. It is a wider array of customised solutions for business owners, corporate entities, institutional investors, family offices, and High Net Worth Individuals (HNWIs).

Collaborations that work:

  • Strategic partnership with QInvest in Qatar.
  • M&A strategic alliance with Daiwa, Japan.

Pan-India professional and experienced team:

It consists of over 800 people.

Track record of success:

Over the last millennium, the firm has closed over 100+ M&A/PE and 50+ ECM transactions, has consistently ranked in the top 10 M&A advisory firms and manages the wealth of over 2500 HNI families.

Investment Objective

Attempts to build wealth over time refer to putting in undiscovered businesses.

It is a portfolio focused on small-cap stocks. Low leveraged, well-governed niche segment portfolio with high growth potential.

Unique Feature

How did we accomplish this?

Good risk-adjusted returns result from good processes characterised by the following characteristics.

Stringent quantitative filters:

  • Each offering is based on a thoroughly researched and back-tested framework to generate the investment universe,
  • A high threshold for performance over long periods,
  • It greatly reduces the likelihood of poor performers or poor quality companies trying to enter the investment universe and
  • Uncompromised accounting and corporate governance.

Deep-dive research & experienced team:

  • 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 and
  • Focus on what is knowable and important.

Deep-dive research and an experienced team:

  • 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, and
  • Focus on what is knowable and important.

Risk management:

  • Concentrated portfolios deliver the best returns because returns are not averaged out,
  • They have lower drawdowns due to exciting prospects in secular sectors, and
  • They have a long-term orientation with low churn, which allows them to capitalise on the power of compounding.

About Fund Managers

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.

Manish Jain:Fund Manager at Ambit Investment Advisors

Manish Jain Portfolio - Fund Manager Ambit PMS

Manish Jain holds a Chartered Financial Analyst (USA) designation and a Management and Human Resource Development MBA from the Symbiosis Centre in Pune.
He is currently working with Ambit Investment Advisors as a Fund Manager of coffee can PMS. He worked for Nomura as a lead analyst covering FMCG, electrical durable, and retail.For a decade, Manish has had a lot of experience working in Equity Research Space as he has served Motilal Oswal, Lehman Brothers, Enam Securities, ICICI Securities for the same. With his dedication and love towards researching, he has been voted the best performing analyst in the research team for the past four years by ADIA, Capital World.Coffee Can PMS is performing its best under the exceptional outstanding leadership of Manish Jain.

Investing in Small-caps

  • The BSE500 has a high annual turnover: Over a five-year period, as much as 30% of the BSE 500 constituents are churned. Furthermore, most outperformance for BSE500 entrants occurs before their inclusion in the index.
  • Smallcaps are largely undiscovered, with limited analyst coverage and liquidity, resulting in a valuation disparity with fundamentals.
  • Undiscovered due to low analyst coverage: On average, only 3-4 analysts cover a small-cap stock, compared to 34 analysts covering large-caps.
  • Low liquidity is a problem: A large-cap company’s daily trade volume is Rs 220 crore, whereas a small-cap company’s daily trade volume is Rs 4.5 crore.
  • Under-owned with low institutional ownership: Large-caps with a 55% institutional ownership are over-owned by Mutual Funds and FIIs vs 10% in small-caps.

Success Factors for Corporate India

Clean accounting: Since November 2010, the bottom 40% of BSE500 stocks on accounting quality have outperformed the top 60% by a whopping 12% per year.

Conservative capital allocation: Indian firms are among the world’s most aggressive capital allocators, and this aggression costs their shareholders dearly.

Effective governance and a lack of political connectivity: In India, firms whose primary competitive advantage is political connectivity rarely outperform.

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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.