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Fund Snapshot

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About Fund Manager

Vishal Gajwani, Head – Alternate Investments (Equity)

With over 15 years of experience in equity research and portfolio management, Vishal has extensive experience in managing equity portfolios across investment cycles. He, along with his team, is accredited with conducting differentiated market studies capturing interesting insights on various aspects of investing, translating into a superlative performance track record.

He is a Gold Medalist Chartered Accountant (AIR – 1) and holds a Master’s degree in Commerce from M. S. University of Baroda. Vishal received 4 Gold Medals, including the Chancellor’s Gold Medal, for topping the Master of Commerce Exams. Vishal is also a CFA charter holder from the CFA Institute (The Global Association of Investment Professionals), USA.

Investment Philosophy

  • The portfolio’s investment target is to invest in stocks that are poised to benefit from catalysts as well as secular growth names.
  • The concept is to invest in businesses with solid balance sheets, an established track record of capital allocation, and a high return on capital for a longer period of time.
  • A huge emphasis is laid on fundamental research
  • Bottom-up approach to stock selection is preferred.

Unique Feature

Aditya Birla India Special Opportunities portfolio aims to take advantage of market inefficiencies that result in the mispricing of businesses with solid fundamentals. Additionally, it pinpoints macro and micro-level triggers that assist these equities’ rise in value over the next two to three years.

If you want, ideal

Ideal for investors seeking capital growth by purchasing firms well-positioned to gain from macro- and micro-catalysts and names with secular growth.

Minimum Amount of Investment

The minimum investment per individual account is Rs. 50 lacs (or such other amount as decided by the Portfolio Manager at its sole discretion in each case)

Investment Horizon 

Minimum three-year investment horizon

Approach

Companies that are well-positioned to profit from the below-mentioned triggers would be the primary focus:

Small Turnaround (market share gain, new product launch etc.)

macroeconomics / Business cycle change

Management Change \sDeleveraging

Demerger

Names with Mid to Large Cap Potential for Secular Growth

Key advantages:
  • Investing in businesses with macroeconomic and business cycle changes
  • Change in Management Deleveraging
  • varied sector exposure in a multi-cap portfolio

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