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About Fund Manager

Sameer Shah ( Fund Manager )

Value Quest’s Sameer Shah is the firm’s Research and Portfolio Management head. He holds a Chartered Accountancy degree with over 22 years of capital markets experience, including 20 years as an accountant at Capital Markets World Group in London. Previously, he was vice president of business development at FCH Centrum, BRICS

RAVI DHARAMSHI – Founder & CIO of Value Quest

Ravi Dharamshi has completed his MBA in Finance from MCCallam Business School, US. he has a keen interest in the Finance sector and also did his brief internship at Salomon Smith Barney an investment division of Citigroup. He has been associated with Indian stock markets for more than 21 years. Before moving to Value Quest he worked in stock market business, private equity deals, and value creation activities. he has great track records in stock picking and has a great ability to take bold calls, he has been serving in generating outsized investment returns. In Value quest, he currently heads Investment Strategy and Research where he focuses on generating research ideas to maximize investment returns.

Investment Philosophy

“There are two ways to get rich in the stock market. The first is to time the market and purchase assets when they are cheap and sell them when they are expensive. The second is to invest in outstanding firms and keep them.” — Phil FisherTheir objective is to find outstanding firms and select them for you.

  •  Aligned Interests – Investors with 30 years of expertise and skin in the game have created and run it.
  • Integrity – Clients’ highest levels of integrity have been verified.
  • Focus – With a proven track record, you can focus on equities.
  • Stability – Our core team has remained consistent and will continue to do so.
  • Personal & Accessible – Our clients have full access to the staff at any time they choose.
  • Long-term relationships – The majority of our clients have a significant total equity position in us, as well as ties that span decades.

ValueQuest Investment Management Pvt. Ltd. offers to its clients, Investment Advisory Services for Mutual Funds, Asset management services and Direct plans through AIFs and FOFs, Wealth planning and Retirement planning solutions and Investment management and consultancy services.

Unique Feature

Depending on the Client’s risk tolerance, the Portfolio Manager’s investing philosophy emphasizes maximizing the risk-adjusted returns. A disciplined investing strategy with proper risk controls has been implemented to accomplish the same. A committed equity research team supports the PMS team.

Stock picking from the bottom up is one of the main tenets of the investment philosophy and strategy.

Thorough, impartial, essential study.

High-caliber businesses with enduring competitive advantages.

Using several value metrics in a systematic manner.

Low portfolio turnover as a result of long-term thinking.

Investments in MF/ETF units

The following categories roughly describe the services that the Portfolio Manager provides.

Independent Services:

Under these services, it is up to the portfolio manager to decide when and how much to invest.

According to the Agreement, the Portfolio Manager shall have the sole and unrestricted discretion to invest in any security on behalf of the Client’s account, to make changes to the investment, and to invest all or a portion of the Client’s Portfolio in any manner and any markets that it deems appropriate. The Client may not examine or contest the Portfolio Manager’s decision to deploy the Client’s Portfolio throughout the term of the Agreement or at any other time.

Value quest growth 

The scheme’s primary goal is to invest in all equity and equity-related instruments, debt instruments (such as liquid funds, fixed deposits, etc.), and securities listed or traded on any recognized stock exchange, with a focus on fundamentally strong, thoroughly investigated businesses with promising futures, regardless of market capitalization. Maximizing compounding’s power is the goal. Here, the guiding principles are to choose high-quality businesses with a track record of success at fair prices and then let compounding work its magic. The idea is to ride the company’s or industry’s growth phase over a rolling 3-5 year time frame. Regulation and policy risk, sluggish development, and inefficient capital allocation are major hazards.

The majority of the asset allocation would be in stocks. The remaining portfolio may be invested at the portfolio manager’s discretion in bank accounts, liquid mutual funds, fixed income securities, or ETFs.

Why the S&P BSE 500 was selected as the benchmark: The S&P BSE 500 index aims to provide a comprehensive picture of the Indian market. The index, which comes from the top 500 businesses listed on the BSE Ltd., spans all significant sectors of the Indian economy. According to the approach, the portfolio manager makes investments across market capitalizations.

Value quest premium

The scheme’s primary goal is to invest in all equity and equity-related instruments, debt instruments (such as liquid funds, fixed deposits, etc.), and securities listed or traded on any recognized stock exchange, with a focus on fundamentally strong, thoroughly investigated businesses with promising futures, regardless of market capitalization. The goal is to spot industry or firm business tailwinds and take advantage of them. Here, the concept is to add young, newly listed, or turnaround stocks to the core portfolio to give extra beta without assuming excessive risk. These stocks will be chosen based on their strong balance sheets and excellent risk-reward ratios.

The investment period for this plan will roll up to three years. Regulation and policy risk, growth delay, and execution risk are important hazards.

Fund Overview

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