J M Financial Ltd
Nifty 50 TRI
Equity
01/03/2005
20.4 Years
5000000
NA
The investment objective of this Investment Approach is to generate long term capital appreciation by following broad based portfolio investment strategy, where the Portfolio Manager will focus on investing in listed equity shares of Indian companies and equity related instruments/units of the Exchange Traded Funds (�¢??ETFs�¢??). The emphasis will be investing in those companies that are predominantly Large-cap and Larger Mid-cap shares perceived to be �¢??attractively valued�¢?? from the point of view of their long-term growth prospects and potential. Examples of the factors due to whichthe companies may be perceived as attractively valued are listed below:�¯?�· Companies that appear to have under-valued assets.19�¯?�· Companies in niche segments with scale-up potential.�¯?�· Companies going through a temporary crisis but their underlying business structure and outlook appears to be robust.�¯?�· Changes in management, restructuring and shifts in business and economic conditions.�¯?�· Potential for value enhancements from strategic sale, de-regulation, economic legislation, reform thrusts, industry shakeouts, etc.�¯?�· Quality of management.�¯?�· Market leader with consistent growthOther factors the Portfolio Manager may consider when choosing a stock for investment in this portfolio could be:�¯?�· Sustainable Earnings visibility �¢?? Consistency of returns and quality of profits�¯?�· Businesses with strong moats�¯?�· Strong operating cash flows�¯?�· Sectors capable of high growth�¯?�· High Return on capital employed [ROCE] and Returns on Equity [ROE]�¯?�· Credible Management Track record�¯?�· Stocks capable of high earnings growth and compounding including through competitive advantages in terms of pricing/ cost/ technology used �¯?�· Evidence of growing market share gains and new business penetration�¯?�· Valuations in a position to be strongly re-rated along with high growth.�¯?�· Whether stock is in investment phase aligned with high-growth market opportunity.�¯?�· Contra / Special situations.�¯?�· Capability of revival. Stock price down substantially from 52 week / All time highs�¯?�· Strong brands, products, market position.�¯?�· Quality management with track record of strong earnings growth.
Work Exp. NA
Email ID compliance.pms@jmfl.com
Mobile No NA
Details NA
0.01
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