Alfaccurate Advisors Budding Beasts Portfolio

AAA Budding Beasts Portfolio (formerly AAA Emerging Giants PMS) plan is a portfolio of 30-60 companies that are mid/small caps with strong corporate governance and high growth potential with an investment horizon of 3-5 years.

The investment objective of AlfAccurate Advisors’ Budding Beasts Portfolio (formerly AAA Emerging Giants PMS) is to protect client’s capital & generate wealth.

The investment strategy for AAA Budding Beasts Portfolio (formerly AAA Emerging Giants PMS) is to:

• Follow an India investment strategy with strong emphasize on superior and sustainable growth

• Focus on companies with strong balance sheet and high return on capital employed

• Focus on companies which are emerging giants

Resilient Growth

AAA or AlfAccurate Advisor’s proprietary 3M approach has delivered superior risk-adjusted returns year after year and resulted in various multi-baggers such as Hitachi, Motherson Sumi and Whirlpool over the past 11 years. They invest in companies that have proven management, a strong balance sheet, superior earnings growth and exceptional corporate governance. Their radically resilient strategy is in accordance with this 3M approach of Market Size, Market Share, and Margin of Safety.

• Market Size:

Market size determines the size of the opportunity. They prefer companies that are targeting a large market size to generate exponential returns.

• Market Share:

They buy companies that are the leaders in their sector as they are the best positioned to navigate the upturn and downturn of the economy.

• Margin of Safety:

Price is what you pay. Value is what you get. They buy the companies which are available at reasonable valuations.

AAA or AlfAccurate Advisors follow a 4-step investment process:

Stock Identification

• Identify emerging trends and opportunities from a universe of 600 companies
• Filter approach – using variety of valuation parameters
• Focus on earnings, free cash flow, ROE, long term growth and profitability trends

Analysis & Decision making Process

• Initial screening
• Corporate meeting and detailed due diligence
• Identify sustainable competitive advantage

Portfolio Construction Monitoring & Nurturing

• Combination of Top Down and Bottom Up approach with a benchmark agnostic strategy to achieve Long term investment objective
• Continuous portfolio monitoring ensures prudent risk management
• Regular interaction to provide strategic inputs to strengthen systems, controls and CG in line with best practices

Exiting & Realizing Value

• Constant evaluation of valuation metrics to decide optimum return potential
• Intrinsic value V/s Current Market Price to evaluate Margin of Safety
• Change in underlying assumptions of investment thesis.

The team at AlfAccurate Advisors is committed to using a disciplined, fundamental, research-driven approach to identify well managed, shareholder-friendly companies with sound business models where they see a strong likelihood of continuing profitability and positive shareholder returns.

Their unique 4-Step Investment Process is predicated on 3M stock selection, prudent risk management and a disciplined exit strategy.

AlfAccurate Advisors is driven by a strong commitment to protect capital and create wealth for its clientele. It places paramount importance on meeting investors’ expectations, recognizing that generating superior returns is only one part of the equation. Investors also seek peace of mind amid market volatility. Hence, it aims to deliver consistent performance, instilling trust and confidence in its clients by safeguarding their hard-earned money”. The firm’s founders, including Rajesh Kothari, are actively involved as fund managers, ensuring consistency and stability in its investment approach. With Rajesh Kothari’s 27-plus years of experience in the Indian capital markets and a combined team experience of 75-plus years in Indian equity markets,

1. AlfAccurate Advisors possesses valuable insights into business cycles, sectors’ growth patterns, and varying valuation cycles.

2. AlfAccurate Advisors’ investment philosophy centers on ‘QuAgility’, a term coining ‘Quality plus Investment plus Agility’. This principle ensures a meticulous selection of market-leading businesses supported by robust management, governance, and financials.

3. Additionally, AlfAccurate Advisors maintains a disciplined exit strategy, ensuring a balance between valuation and growth considerations. This approach aligns with its overarching mission to protect capital while creating wealth for investors. Looking to the future, the firm envisions becoming the world’s most admired investment advisor, guided by a mission to deliver long-term superior risk-adjusted returns while offering a wow experience to all stakeholders.

4. AlfAccurate Advisors remains committed to offering a concise range of quality products that genuinely meet investors’ needs and aspirations.