Motilal Oswal Alternative Investment (IFSC) Trust

1.Top 500 Selection: Based on Market Capitalization, ranging from 5k Crore to 11 lakh Crore.

2.Minimum 25% Promoter Holding: Except for financials, includes companies significant ESOP/share with management professionals.

3.Profit Before Tax (PBT) Threshold: Minimum PBT of 100 Crores.

4.Capital Efficiency Criteria: Ensuring Quality of Business, with a minimum Cycle Return on Capital Employed (ROCE) of 15%.

5.QGLP Principles: Prioritizing Corporate Governance and Management Quality, focusing on Vision, Execution, Succession Planning, and Capital Allocation Decisions.

6.Expected Earnings Growth: Targeting companies with an additional expected earnings growth of 3-5% over the benchmark, available at relatively attractive valuations.

• Behavioral Alpha: Seize opportunities with precise timing and disciplined decision-making.
• Manager Alpha: Identify and manage companies effectively, employing a robust framework for selection and divestment.
• Agency Alpha: Foster performance through profit-sharing incentives, aligning interests for mutual benefit.

About Motilal Oswal AMC

Motilal Oswal Asset Management Company (MOAMC) is a prominent player in the wealth management sector, renowned for its expertise in Portfolio Management Services (PMS) and CAT III Long Only AIFs. As a mid-sized, equity-focused asset management firm, it manages approximately $8 billion across various products. MOAMC is known for its leadership in the PMS and AIF segments and adopts a high-quality, high-growth management style. The company emphasizes focused, high-conviction investing, maintaining portfolios with up to 35 carefully selected stocks, reflecting a disciplined investment approach. With a strong track record of performance over the last two years, MOAMC has earned a reputation for delivering consistent returns. Additionally, the firm has a high alignment of interest, with $800 million of treasury and promoter money invested in its own funds, ensuring that the fund managers’ interests are closely tied to those of the investors. Through its rigorous investment process and commitment to excellence, Motilal Oswal Asset Management Company continues to set the standard in the industry.