A way of life that focuses on generating superior investment performance while maintaining a superior perspective on developing long-term wealth. Moat was founded in 2014 by a talented and experienced management team that has worked closely together for decades and continues to do so now with the same investing strategy and obvious alignment of interests! Because we believe in the genuine spirit of equities investing, Moat was founded out of our desire to provide professional and cautious investment management services. over the previous several years, our SEBI-registered Portfolio Management Service (PMS) has had a track record of spotting multiple multi-bagger investment ideas early on.
|Year of Inception||5-11-2020|
|Number of Stocks||Min – 4 & Max – 40|
|Investment Horizon||5 years|
|Fund Managers||Koushik Mohan & Suraj Nair|
To generate sustainable returns over medium to long term by making investments in companies where the promoter or the company has acquired additional shares and some special situations where the price mismatch is happening.
CEO – Biju John & CIO – Suraj Nair
Moat’s investment philosophy is designed to identify superior compounding growth stories which have the ability to deliver regularly rather than in bouts. Our investment approach keeps us fixated on our goal of picking premium quality businesses while safeguarding the client’s capital. We spot the undiscovered, hidden gems which can sustain a significantly higher Return on the capital employed (RoCE) compared to the Cost of capital (CoC) in the long-run, freeing up the excess cash flow for the business. This phenomenon not only makes these businesses resilient but also sets them a class apart. In our view, these companies deem worthy of the title “premium quality business”. We remain fixated on our aim of long-term wealth generation for all our clients. For this, we are on the constant hunt for companies that reinvest at least a portion of their excess cash flow back into the business to grow while increasing the returns for its shareholders. We stay committed to our investment picks for the long haul which gives the business time to create value and also allows us to reap the benefits of long-term compounding. Our investment approach solely looks for growth opportunities of businesses in their industries, irrespective of the size of the company or sector. We look for relatively smaller players in the industry which have the ability to become even bigger in the future. Our definition of small players also includes large cap companies, the market leader or even near market leaders if they are more than capable of further expansion and penetration in their respective industries.
About Fund Manager
Koushik Mohan ( Fund Manager )
Koushik has been tracking the Indian equity market and his quest to understand capital markets led him to start investing in 2014. Prior to joining Moat Financial Services, he worked at Northern Trust, a Chicago headquartered custodian bank which manages $1.07 trillion globally. During his tenure with the company, he was part of the Northern Trust EMEA OTC Derivatives team and worked on swaps.
Koushik has also worked in an audit firm for 2 years which helped him understand the ins and outs of the financial universe.
While pursuing his master’s degree (MBA), Koushik was part of the equity research team of Finology, an investment advisor managing around INR 100 million at the time. He also worked with major broker firms as a sell-side research analyst.
Koushik holds an MBA degree from the National Institute of Securities Markets (SEBI) and a B-com degree from Jain University
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.