WALLFORT DIVERSIFIED PMS

The primary objective of Wallfort Diversified Fund PMS is to prioritize financial security and peace of mind for its clients by aligning their investments with their long-term financial goals.

The Wallfort Diversified Fund aims to deliver exceptional returns while carefully managing risk, thereby ensuring their clients’ financial goals are consistently met.

They believe in value investing, keeping investing extremely simple.

They focus on identifying sectors that are poised for significant growth based on the government’s interests and plans, then identifying and holding the top performing stocks in those sectors for 3-5 years.

They strive to create generational wealth for clients by emphasizing long-term investing, not short-term gains

Wallfort’s investment strategy involves a structured approach to identifying and investing in companies for long-term growth.

They analyze sectors based on potential growth (based on government policies) and then identify the top performing stocks. These stocks are purchased when they are available at reasonable valuations and held for 3-5 years

Their approach involves a ‘360 degree view’ of each company to determine competitive advantages. They focus on finding stocks with a ‘secular growth thesis’ and a discount to intrinsic value greater than 30%

Wallfort Diversified Fund PMS’s investment strategy includes quantitative screening, followed by fundamental and technical analysis, as well as qualitative screening. This strategy narrows down a large pool of companies to their 15-20 stock portfolio.

They aim to identify high conviction ideas with superior risk adjusted returns, and ensure portfolio diversification by taking maximum individual company exposure of 15% and sector exposure of 35%.

They adopt a ‘Four P Investment Approach’ (as detailed below).

Four P Investment Approach: Wallfort PMS adheres to a “Four P” investment strategy, which is a disciplined methodology for identifying high-quality investments and delivering long-term returns.

• Promoter Integrity: They prioritize assessing the integrity and track record of the company’s promoters, ensuring fairness and ethical practices.
• Product Moat: They evaluate whether the company’s products or services possess a sustainable competitive advantage. This ensures the company can withstand market downturns
• Profitability Metrics: They analyse key financial indicators, like profit margins and earnings growth potential, to identify companies with the ability to generate consistent earnings.
• Price Consideration: They evaluate the price of the investment relative to its intrinsic value, seeking to purchase investments that reflect their long-term value potential.

By using the “Four P Approach,” Wallfort aims to identify resilient businesses with strong growth prospects and available at attractive valuations.

Wallfort PMS operates on the principle that every outperforming company has a unique story that unfolds over time, which allows them to command premium valuations.

They believe in keeping investing extremely simple by focusing on value investing to drive their returns.

The Wallfort Diversified Fund PMS is sector agnostic and invests using a bottoms-up and thematic approach. While recognizing the inherent risks in equity investments, the PMS strives to mitigate potential damages to the overall portfolio by including stocks that can offer stability in adverse market conditions.

They emphasize a long-term perspective, discouraging investment based on short term triggers. They urge clients to invest to create generational wealth rather than for short term gains.