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Ambit Coffee Can follows the Coffee Can Philosophy of targeting super property that maintain their aggressive benefit ultimately no matter problems and adversities at ordinary intervals.
This approach stresses extra on first-rate making an investment in place of price or boom.
It selects organizations who have:
extra than INR one hundred crore marketplace cap, presence withinside the marketplace for extra than ten years, sales boom of 10% and go back on capital hired extra than 15% withinside the final ten years.
The fund sees decrease erosion of marketplace price in the course of marketplace crashes. A decrease churn of best 5-10% in a yr guarantees decrease expenses. This is an evergreen fund: you can still spend money on good, awful and common marketplace conditions.
Market leaders in B2C sectors:
The majority of Coffee Can PMS companies dominate their markets and have an unrivalled comparative edge in their major sectors.
Portfolio allocation with risk management:
Sector allocation:
| Financials | 25% |
| Building Material | 24% |
| Consumer Discretionary | 17% |
| Consumer Staples | 13% |
| Information Technology | 8% |
| Retail | 6% |
| Retail Diagnostics | 6% |
| Cash | 1% |
Segment allocation:
| Large Cap | 76% |
| Mid Cap | 23% |
| Small Cap | 0% |
| Cash/Equivalent | 1% |
Risk ratios:
| Beta | 0.59 |
| Sharpe Ratio | 1.05 |
| Max Drawdown: Portfolio | -17.1% |
| Max Drawdown: Benchmark Index | -29.3% |
Deep drive research through disruption series:
In addition to considering the immediate next steps for your portfolio, and in keeping with our long-term investment thesis, we like to be aware of long-term disruptions that your companies may face in the future.
Ambit Coffee Can PMS publish their thoughts on breakdowns in our portfolio companies and industries on a regular basis.
Extensive quantitative filters:
- Coverage Universe = Stocks with a track record of uniformity of 10% or greater over the last ten years. Revenue growth plus a ROCE of more than 15%
- Our competitive benefit = in-depth knowledge of organisational DNA.
- Will the company promote consistency of growth in the future (for more than a decade)?
- Combine valuations and longevity.
- A portfolio of 10-15 concentrated stocks.
- Monitor potential earnings of portfolio companies and Churn (if necessary) = <1 stock per year on the mean.
