Qode Advisors LLP PMS – Qode Future Horizons


Key Portfolio Attributes

Name: Qode Future Horizons

Inception Date: 13 Nov 2024

Number of stocks: 10

Portfolio Manager’s Name: Gaurav Didwania

Portfolio Manager’s Experience: 15+ years of expertise in investment management and advisory.

Portfolio Manager’s Qualification:

Gaurav is a finance expert with 15+ years of experience in investment management and advisory. Known for delivering exceptional returns and strategic insights, he holds a Bachelor of Management Studies (BMS) from NM College, Mumbai.

Investment Objective

The investment objective of Qode Future Horizons PMS is to achieve superior long-term capital appreciation by investing in high-quality companies selected through a blend of fundamental research and quantitative screening. The strategy targets businesses with strong fundamentals and sustainable growth potential to deliver consistent wealth creation.

Investment Strategy

Future Horizons PMS combines fundamental research with quantitative insights to build a focused portfolio of 8–12 high-conviction companies. Using data-driven analysis, it identifies businesses with strong fundamentals, excellent management, and growth potential, aiming for superior returns with managed risks.

Investment Philosophy

The investment philosophy of Qode Future Horizons PMS relies on data, not emotions, to drive disciplined, transparent investment decisions. By combining quantitative models with economic principles, they focus on understanding the causes of returns while avoiding market noise and fleeting trends. Their simple, systematic approach prioritizes clarity and long-term success, delivering results that speak for themselves.

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Qode Advisors LLP PMS Qode Future Horizons-15.19%-------15.95%
BSE 500 TRI-3.49%--------1.65%

Portfolio Holdings


Holding %

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap
Mid Cap
Small Cap
Cash

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 Jan 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.


Do Not Simply Invest, Make Informed Decisions

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