Samvitti Capital

– Samvitti operates with discount brokers, paying flat fees per order.

– They manage their own domain and risk management, resulting in negligible brokerage costs that benefit their investors.

– They employ a 1.5-20 fee structure, where performance fees are calculated after accounting for all portfolio-related costs.

– Investors have the option to choose a 2.5% fixed management fee with no performance fee.

– Portfolio performance is shared daily on a (t+1 basis) via their mobile app.

– Detailed reports are provided monthly, quarterly, or upon request.

• Proven Experience
  -Combined investing experience of over 40 years managing funds in various capacities across various bull and bear cycles.
  -Currently managing an AUM of INR ~1500 crores.

• Unmatched Pedigree
  -Developed a comprehensive database of companies, sectors, and management, refined over multiple market cycles.
  -Strong technology foundation in the financial domain: Using tech to uncover ideas and ensure optimal execution.
  -Aligned interests: Our net worth is invested in the products we manage.
  -No conflicts with third parties and no broker relationships, ensuring no unnecessary churn; we profit only when the portfolio performs well.

• Best-in-class Performance
  -A sector and earnings-driven approach to finding the best stocks to own in every market cycle.
  -Indicative names identified before markets re-rated them: Bajaj Finance (~10x), ( Page Industries (~8x), Repco Home Finance (~5x), GruhFinance (~3x), Hawkins Cooker (~8x), Indusind Bank (~3x), Apar (~3x), Mazdock(~4x) to name a few.

The allocation of investable funds between the two schemes is determined by the investor in consultation with the fund manager.

1. Long Term Scheme
   – Focuses on established businesses with moderate but steady growth.
   – Provides stability to the portfolio.
   – High confidence in delivering returns.
   – Typically includes large-cap and large mid-cap stocks.

2. Active Alpha Scheme
   – Targets businesses thriving in the current environment and poised for multi-year high growth.
   – Aims for high growth potential.
   – Confidence in achieving high returns.
   – Primarily consists of mid-cap, small-cap, and micro-cap stocks that are performing well and benefiting from favorable business conditions.
   – Risks: More susceptible to economic and business shocks due to smaller size, mitigated by diversification.
   – Known for identifying potential multi-baggers.