ENAM India Diversified Equity Advantage (EIDEA) PMS

The investment objective of ENAM India Diversified Equity Advantage (EIDEA) PMS is to generate capital appreciation through investments in equities with a long-term perspective. The portfolio looks to construct a high quality, high conviction, long-only portfolio with allocation across industries and capitalization ranges including companies which are typically under-researched and offer a higher return potential.

The investment process and strategy of ENAM India Diversified Equity Advantage (EIDEA) PMS is as follows:

• Investment Universe: Over 175 companies across sectors and market capitalization
• Research & Analysis: Conducts comprehensive operational, financial and valuation analysis. Continuous interaction with management teams
• Idea generation: Understand performance levers, identify long term catalysts and analyse business cycles for potential upsides
• Portfolio construction and Risk management: Portfolios are constructed with best ideas with an in depth analysis of companies and valuations. Manage risk through a disciplined portfolio construction process within the prescribed internal investment risk management guidelines
• Monitoring: Continuously monitor investments to validate investment hypothesis

The investment philosophy of ENAM India Diversified Equity Advantage (EIDEA) PMS is to seek and identify high-quality businesses that are structurally well-positioned, have sustainable competitive advantages and strong execution capability for consistent long-term growth.

ENAM India Diversified Equity Advantage (EIDEA) PMS is a market & sector agnostic PMS. The investment philosophy is focused in identifying long term opportunities across leaders and emerging companies. The guiding principles in identifying a company include – Size of opportunity, longevity of business, quality of management and how value accretive is the business.

The ENAM Edge:

• Focused Portfolio Management firm with a single investment strategy
• True disclosure of performance track record
• Longest serving single manager track record
• Long serving investment team with experience through various business cycles
• Initiatives undertaken to develop a comprehensive proprietary ESG framework