PGIM INDIA PHOENIX PMS
|Year of Inception||2016|
|Number of Stocks||15-20|
|Investment Horizon||Medium to Long Term|
|Fund Managers||Himanshu Upadhyay|
Our Investment Process – Our investment decisions are distilled through a thorough and thorough investing procedure. We begin with India’s investing universe of 6,000 publicly traded firms and work our way down to our investment universe of 160-180 enterprises. We have a portfolio of 20-25 firms thanks to the tough filters we used during the investing process. Price, growth possibilities, and management quality are among the considerations. A well specified Sell Discipline is also included in the investment process to realise the value of the investment once it has reached its full potential.
About Company – PFI’s worldwide investment management company, PGIM, is located in the United States and is one of the top 10 investment managers in the world, with over $1.5 trillion1 in assets under management. A 140-year tradition underpins PGIM’s strength and stability. We have a long-term view, having weathered numerous market cycles, recognizing opportunities in situations of change, having developed extensive skill in managing liabilities. Equities, Fixed Income, and Real Estate are among the actively managed asset classes and investment types offered by PGIM. It has approximately 1,300 investment specialists spread throughout 17 countries and 39 locations.
About Fund Managers
Himanshu Upadhyay, the fund manager of PGIM India PMS, has done PGDM Finance from IIM Kozhikode and a Bachelor in Technology from NIT, Hamirpur. He has a total of 12 years of experience.
Value Investing in a dynamic ETF allocation portfolio
Here’s the Investment Philosophy PGIM India PMS believes in:
- Often, when the general market does not expect a stock to perform well in the short-term is it available for a low price. As a result, if an investor wants to beat the market, can buy the stock at value. If one is confident in a company’s quality and long-term earnings prospects, short-term price volatility should be less relevant.
- The Investment team at PGIM India PMS believes that the real danger in the stock market for an investor is the risk of permanent loss. Owing to the fact that all stocks are subject to market volatility, temporary losses are inevitable. When an investment is made in a substandard enterprise, a company with dubious management, or at an exorbitantly high price, it results in a permanent loss. As the legendary Seth Klarman puts it, “the avoidance of defeat is the most important thing you can do.”
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.