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About Fund Manager

Mayur Shah (Fund Manager)

Mr. Mayur Shah has an MBA in Finance and is a Certified Financial Planner. In terms of experience and career, it spans 16 years in investment counseling, product development, and portfolio management. As the deputy vice president, he is in charge of the PMSs at Anand Rathi. The first firm where he worked was Kotak Securities Ltd, which was founded in 2005. He joined the Anand Rathi Group 13 years ago and has worked in both the PMS and PCG areas.

Since 2007, he has been working with Anand Rathi on Portfolio Management and Private Client Group Equity Advisory. Certified Financial Planner and MBA (Finance) from Mumbai University.

 

Meet the Team

Anand Rathi (Founder & Chairman) –

Gold medalist Chartered Accountant having more than four decades of rich and varied experience in corporate management, financial & capital markets and corporate & management consultancy.

Served Aditya Birla Group at very senior positions for more than 25 years before starting his own financial services outfit. Shri Rathi was earlier President of BSE for two terms.

Pradeep Gupta (Co-Founder & Vice Chairman) –

Over twenty years broad based experience in the securities market and key driver of the Retail and Institutional Equities business of the group. Under his leadership, the Group’s Institutional & Retail Business has won great recognition and many accolades. He has played a pivotal role in the Group’s network expansion and pan India growth.

Vinod Vaya (Co-Fund Manager & AVP) –

More than 15 years of rich experience in Investment advisory, Portfolio Management and research. Worked in past with Standard Chartered Securities, Religare Securities, Enam Securities. PGDBM from Mumbai.

Amit Verma (AVP-Business Development)

More than 15 years of rich experience in areas such as Equity, Bond, Financial & Structured Products.He is an MBA from Nagpur University. Worked in past with India Bulls, Motilal Oswal AMC, Reliance Capital and Bank of Baroda (Wealth).

Portfolio Strategy

Multicap investing style; the fund manager may adjust the allocation based on market conditions. A minimum market capitalization of 1000 crores is required.

Maximum Single Stocks accounts for 10% of the Decennium Opportunity Fund’s sector allocation. The fund provides chances for budding enterprises at all stages of development. To give you an idea of what we are talking about, here’s a list:

    • Banking
    • Electricity
    • Chemicals
    • Logistics
    • Data
    • Defense
    • Transport
    • Real Estate

Unique Feature

Dual Focus Portfolio Strategy
Investing in firms that are expected to gain from the Industrial Revolution, new-age business, favorable policies, and companies displaying evident signs of a turnaround in their next business upcycle with stronger growth.

Stock Selection Process

  • Business Moat/ Competitive Advantage Niche Business Model
  • Stable and Improving Margins with Higher ROE and ROCE
  • Asset Light Model (most cases) and Working Capital Efficiency
  • Strong Corporate Governance Standard
  • Scalability of business / Higher growth Expectation /Rising gross Block
  • Substantial Upside coming from business segment which is emerging and going to lead next upcycle

Attributes They Look For

  • Companies with great pricing power as a result of their market position. Also, firms may increase their margins while also increasing their return on investment (ROI).
  • Concentrate on firms with high growth potential and a small number of competitors in a large market.
  • Look for companies managed by people who have a proven track record and have seen the firm through many business cycles. At a cost, there is no compromise on management quality.
  • Indian manufacturing has benefited from changes in global trade dynamics in various areas. Companies on the cutting edge of the Y2K craze
  • Companies with robust, stable cash flows are better able to expand during periods of growth and navigate through adverse macroeconomic times.
  • Companies have a low/comfortable debt-to-equity ratio.

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