SAMATVA INVESTMENT ADVISERS LLP
BSE 500 TRI
Equity
11/09/2025
3 Months
5000000
NA
The primary aim is to attain long-term capital appreciation and optimize risk-adjusted returns through investments in listed equities and mutual funds, in compliance with regulatory guidelines. To achieve this objective, the Portfolio Manager will employ 2 strategies within the scheme: 1. Fundamental Investing: The ideal investment in this strategy is a good quality business run by competent and honest management team that is available at a price lower than the assessment of its intrinsic value. The ideal investment horizon under this strategy will range from 3-5 years, within which time growth in the business and convergence of price with the intrinsic value will drive returns. This strategy will involve conducting thorough qualitative and quantitative assessment of the underlying business and the broader industry in which it operates. 2. Work-outs: The focus here will be to find investments whose outcomes are influenced by specific corporate actions thereby making them resilient to broader market movements. This strategy will target special situations which follow a predictable timetable, enabling the Portfolio Manager to estimate returns with a low margin of error and limited downside risk. The ideal investment horizon under this strategy will up to 2 years. Key corporate events driving work-out opportunities include mergers and acquisitions (M&A), liquidations, reorganizations and spin-offs.While every effort will be made to achieve the objectives of each strategy, there is no guarantee or assurance that the investment goals will be met. These services do not offer any guaranteed returns.
Work Exp. NA
Email ID ashwin@samatvainvestments.in
Mobile No NA
Details NA
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