Invest in a multi-cap portfolio of companies with high growth potential, proven track record and strong fundamentals.
Care PMS Growth Plus Value Strategy : The strategy was launched in July 2011 with a focus on investing in companies across market cap. The higher weightage is given to lower valuation multiple. Strategy will have higher allocation towards small cap companies which are growing their business at higher rates. An individual portfolio is constructed based on investment time and risk profile of the client.
Fund Snapshot
Year of Inception | 2011 |
Number of Stocks | 20 |
Investment Horizon | Medium to Long Term |
Fund Managers | Jayant Mamania, Arpit Shah & Amit Doshi |
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About Fund Manager
Jayant Mamania: Investment Director
He is an important member of the investing team. Care PMS stands out as a portfolio manager because of his ability to identify stocks. He is the investment team’s leader and has over 20 years of stock investing expertise. By profession, he is a CA.
Arpit Shah:Investment Director
He is founder director of the company and a CA by qualification. He has over 15 years of secondary capital market experience. His roleincludes research and portfolio management.
Amit Doshi:Investment Director
He is a CA by training, and after working for Big 4 (PwC), he joined the core team in 2011 to help the firm achieve its well deserved position. His responsibilities include research and portfolio management.
Investment Philosophy
The bottom-up, Stock specific approach involves shortlisting companies on an ongoing basis during quarterly earnings season or on a fundamental trigger after applying Care PMS’ proprietary quant screeners for detailed analysis.
Shortlisted stocks and their peer groups subjected to extensive fundamental research undertaken to spot trends or turnaround in that segment or industry.
Meet industry participants across the value chain and take account of recent developments in that segment or industry to confirm inferences.
Unique Feature
Invest in a multi-cap portfolio of companies with high growth potential, proven track record and strong fundamentals.
Care Portfolio Managers Pvt Ltd or ‘Care PMS’ is a SEBI – registered portfolio manager since 2011. At Care PMS client portfolios are managed by an investment team of Chartered Accountants. Care PMS endeavours long-term wealth creation for its clients by investing in public listed companies in India.Care PMS provides its service to HNIs, NRIs and Corporate
Fund Overview
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