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About Fund Manager

Athul Kudva – Chief Executive Officer

Athul Kudva, currently serving as Chief Executive Officer, is an engineer from the National Institute of Technology, Karnataka. Prior to co-founding Omnesys, a firm specializing in scalable order and risk management software for traders and brokers nationwide, he briefly worked at Tata Motors. Omnesys gained significant recognition in the industry and was eventually acquired by Thomson Reuters, a prominent media and information conglomerate, in 2013.

With over 25 years of experience in the financial markets, Athul Kudva is renowned for his astute investment strategies and active trading. His expertise spans the development of quantitative systems and tools, crucial to Samvitti’s fund management operations.

Shivaram Kamath – Director

Shivaram Kamath, a Chartered Accountant by profession, brings over 35 years of experience in the investment world. He has deep roots in the capital markets and has been an active member of the Mangalore Stock Exchange. His extensive experience spans through numerous market cycles since the 1980s, providing valuable insights into stock analysis, sector trends, and management track records.

Prabhakar Kudva – Director

Prabhakar Kudva is one of the co-founders of Samvitti and has been passionately involved in the market for more than 15 years. His investment approach centers on identifying high-growth businesses that have the potential to scaleup. Recognized as one of (Association of International Wealth Management of India) AIWMI’s 40 under 40 Investment Managers, Prabhakar blends expertise in computer science and business management with practical market insights. With a background in computer science and business management, Prabhakar combines technology and market expertise to consistently achieve outstanding returns.

How is SAMVITTI PMS different?

– 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.

Why Choose Samvitti?

  • 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.

Build Your Investment Portfolio- Choose Your Strategy

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.
  1. 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.

Fund Overview

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