Right Horizons Perennial Fund

Key Portfolio Attributes

Inception Date: 01st April, 2019

Number of stocks: 15-25

Portfolio Manager’s Name: Mr. Satwik Jain

Portfolio Manager’s Experience: 4 years+. He is the Fund manager at RH Perennial Fund, Executive Chairman at Generational Capital, and Strategic investor at BimaPlus. He has previously led the equities asset allocation at one of India's largest multi-family offices- Client Associates which advised ~USD 3.5 billion, was part of 4-member team at Elara India Gateway Fund managing ~USD 40 million, and did M&A deals Deloitte upwards of USD 10 billion. He also co-founded the "Zomato of fitness industry,” fitnessholic.com aggregating over 150 fitness centers on its platform and was a professional golfer on the PGTI. He’s also guest speaker at various educational institutions like Amity International & ed- tech startup, EdLightened.

Portfolio Manager’s Qualification: MBA Finance, Equity Research from IMT Ghaziabad, CFA L2 cleared, FRM Part 1 cleared.

Investment Objective

Identify major wealth creation trends, monopolistic & fast-growing capital efficient franchises with reinvestment runways run by able & minority friendly management.

Portfolio Strategy

Market cap & sector agnostic exposure across businesses. The portfolio seeks capital preservation, then appreciation over the long term with volatility much lower than the benchmark. The typical portfolio would invest between 15-25 businesses

Performance Table #

Trailing Returns (%)	1m return	3m return	6m return	1y return	2y return	3y return	5y return	10y return	Since inception return
Right Horizons Perennial Fund	-0.08%	10.26%	20.33%	46.09%	34.56%	19.08%			23.07%
BSE 500	-6.45%	-3.58%	8.71%	35.90%	22.05%	15.68%	19.84%	14.35%	19.94%

Portfolio Holdings

Holding	%
Trent Ltd.	13.51
Varun Beverages Limited	7.94
Titan Company Ltd.	7.17
J B Chemicals Pharmaceuticals Ltd	7.11
Sonata Software Ltd.	6.40

Sector Allocation

Holding	%
Capital Goods	3.62
Financial Services	8.99
Technology	16.30
Healthcare	22.65
Consumer Goods	39.61

Market Cap Allocation

Allocations	%
Large Cap
Mid Cap
Small Cap
Cash

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WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 Oct 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.

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