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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 development process starts with fundamental analysis conducted by equity analyst(s), which offers company and market research to the portfolio management team.
  • Investment ideas are often derived from conversations with company executives, suppliers, users, rivals, industry analysts, and the broker analysis community about company and industry knowledge.

Unique Feature

  • The Top 200 Core Equity Portfolio of Birla PMS invests in the top 200 firms by market capitalization and is large-cap oriented. The emphasis is on companies that continually provide value in markets with advantageous operational characteristics. Between 25 and 30 equities will be included in the portfolio.
  • The top 200 core equity’s primary objective is to find businesses with the ability to create wealth and act as value drivers. Top 200 Core Equity seeks out sectors with strong operating dynamics and repeating winners. Over the last ten years, these firms ought to have regularly produced successful stocks. According to their definition of wealth creation, it involves owning high-caliber companies with a consistent growth and return profile. The businesses must be adaptable and independent of benchmarks. Have a 10% cap on individual stocks at cost as well. The industry allocation and stock selection are separate from benchmark weights. Companies with enduring ROEs/ROCEs and earnings growth are value drivers. investing in high-quality franchises, goods, and services with an excellent management team and competitive pricing.
  • Focuses on recognising winners who have produced value over time and are likely to return. The idea looks for companies with a consistent growth/returns profile and strong ROEs to identify the industries that are essential to wealth building. ROCEs The Top 200 Core Equity portfolio employs a distinctive approach based on elite IP/screeners. after a thorough investigation to determine potential winners. Utilizes a thorough alert system to track industry-specific values, including Piotrosky Scores and the Recurring Winners Study. uses a value-oriented investment strategy to produce alpha returns. locating medium- and long-term mispriced enterprises and purchasing them below their inherent worth looking for industries with long-term, sustainable growth.
  • Track the Investment Universe on a monthly basis using [Recurring Winner, Piotronski Score, ROE, and D/E Filters] Quantitative Screeners & IP. Reject 80 percent of the businesses that don’t pass the screeners. By checking [Management meetings, dealer/channel inspections, plant/factory visits] (using a Comprehensive Fundamental Research) When using the [Valuation Screener, Potential upside of 100% in 3–4 years] filter (Value Investing & Portfolio Optimization), almost half of the remaining stocks are successful.
    Pick 25–30 reputable businesses with strong growth and upside prospects.
  • Top 200 Core Equity Portfolio is a large-cap strategy; most large-cap strategies, as opposed to the top-200 firms, are more narrowly defined as investing in the top-50 or top-100 companies.
    Large AMC-driven PMS houses generally have health issues, which Birla AMC PMS also has (PMS as an add-on instead of a clearly segregated business unit, churn in the investment team, a lack of skin in the game for the CIO and typically loosely defined investment philosophies). Even if the AMC’s distribution capabilities can aid in the scaling of the PMS and there are advantages to research access, the majority of AMC-driven PMSs cannot compete with powerful CIO-cum-founder-driven PMS companies.

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