APMI

DMZ PARTNERS INHERITORS STRATEGY

Investment Approach Details

₹489.55

(AUM CR)

PMS Provider Name

DMZ Partners Investment Management LLP

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

20/03/2018

Age

7.8 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

Our investment approach is based on the principles of value investing wherein the aim of capital appreciation is balanced with the objective of capital preservation. Our approach is focused on underlying business fundamentals related to the quality and nature of the business model, operating metrics, historical and expected profitability, balance sheet stability and quality of underlying cash flows. An additional overlay is quantitative and qualitative analysis of business & valuation in assessing whether such securities can be purchased at prices conducive to robust long-term returns. We seek for our portfolio companies to typify the characteristics of businesses that we would find worthy of ownership over decadal timeframes. In keeping with that ambition, we have titled our approach, the "DMZ Partners Inheritors Strategy". The objective of the investment approach is to attempt to create superior wealth-creation outcomes for our clients by investing in a concentrated portfolio of high-quality businesses over unusually long periods of time. The factors we seek in underlying portfolio companies include, Understandability & Requisite Domain Expertise, Strong Economic Moats & Competitive Advantages, Prudent Capital Allocation Track Records, High Scalability, Resilience & High-Quality Management/ Promoters. The confluence of the above factors when found at rational prices, will be identified for investment. The investment approach will be concentrated in nature, usually comprising of less than 15 investments and may have substantial concentration to specific securities, sectors and industries as per the discretion of the portfolio manager. The approach is suitable for investors with a multi-decade time-horizon and high risk-appetite due to the stock-specific and sector-specific concentration implied in the investment approach.

Fund Manager Details


SOUMIL SANJAY ZAVERI
Work Exp. NA
Email ID soumil@dmzpartners.in
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.02

1 Year Turnover

0.28