The strategy’s investment goal is to achieve long-term capital appreciation by primarily investing in equity and equity-related securities across market capitalisation.
MOFSL was founded in 1987 with 2 employees as a sub-broking unit with their main focus of customer-first attitude, ethical and transparent business practices, and many more. Today Motilal is a diverse firm that is working on a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency Broking, Home Finance, etc. Motilal has clients of retail customers, mutual funds, foreign institutional investors, financial institutions, corporate clients, etc. They have more than 44,00,000+ customers across the globe. They make every decision with solid research at present they have 25+ research analysts researching over 250 companies across 20 sectors.
Fund Snapshot
Year of Inception | 2018 |
Number of Stocks | 22-25 |
Investment Horizon | Medium to Long Term |
Fund Managers | Manish Sonthalia |
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About Fund Manager
Manish Sonthalia ( Fund Manager )
Manish Sonthalia, the Fund Manager at Motilal Oswal PMS, has 22 years of fund management experience. Mr. Manish Sonthalia is PMS’s Associate Director and Head of Equity. He formerly worked as the Vice President of Equity Research at Motilal Oswal Securities Ltd.
Raamdeo Agrawal is Chairman, Motilal Oswal Financial Services Limited (MOFSL)
Raamdeo Agrawal is the chairman and co-founder of Motilal Oswal Financial Services Ltd. He is known as a renowned value investor who believes in the power of compounding. In 2019, he was among the list of billionaires according to Forbes, with a net worth of $1 billion in 2018.
Raamdeo was born and brought up in the village of Chattisgarh. He is a man with dignity and discipline. Later he moved to Mumbai to study to become a Chartered Accountant. He wrote the book Corporate Numbers Games with Ram K P. Mriparia. Mr. Raamdeo also authored The Art Of Wealth Creation.
He maintained a consistent track record of the highest integrity in tax payments for five years from FY95-FY99 and thus received Rashtriya Samman Patra by the Central Board of Direct Taxes for the same. One would be glad to know that Raamdeo Agrawal considers Warren Buffett a mentor, and his investment strategy is exceptionally inspired by him.
Investment Philosophy
The Business Opportunity fund from Motilal Oswal is a focused multi-cap strategy that tries to keep the number of stocks in the portfolio to 20-25.
Motilal has a well-defined investment philosophy that focuses on long-term investments in high-quality firms that match their QGLP investment requirements. They’ve stuck to this method for over two decades, with just minor changes in style.
The strategy’s investment goal is to achieve long-term capital appreciation by primarily investing in equity and equity-related securities across market capitalisation.
Consumer Discretionary: Winner of Per Capita GDP Doubling
Private Banks and NBFCs: Capitalise on Value Migration from the Public to the Private Sector.
Agriculture: A Bet on Increasing Rural Income
Affordable Housing Solution: Governments are focusing on achieving Housing for All by 2022.
GST Beneficiaries: Unorganised to Structured Business Migration.
Equity Securities chose as part of the investment strategy: To invest in high-quality Indian equities in growth-oriented themes across market capitalisations via a high conviction portfolio.
The strategy’s mandate is to invest in equity and equity-related instruments across the whole market capitalisation continuum, including large, mid, and small-cap companies.
Nifty 500 TRI is their optimal benchmark.
Medium to long-term tenure or investment horizon.
Distinctive and durable market leaders likely to benefit despite short term headwinds
India’s growth potential remains intact
Economic environment to accelerate consolidation
Focus on market leaders
Look beyond the short term
Unique Feature
Quality of business x Quality of management
Longevity – of both Q & G
Growth in earnings
Price
Little to no risk on the asset side
Deeply moated brands
Capital efficient Businesses
Multi-decadal growth opportunity
Top 5 banks in India to consolidate market share
Strong liability franchises
PSU to PVT value migration to continue
Attractive valuations
Fund Overview
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