GREEN PORTFOLIO SUPER 30 PMS

The investment objective of Green Portfolio Super 30 PMS is to offer very high rewards albeit with a higher than usual risk. The fund primarily invests in businesses undergoing significant transformations due to special situations such as key management changes, mergers and acquisitions, or deleveraging. The aim is to achieve substantial gains over a medium to long-term horizon, with investments structured for a minimum duration of three years. Throughout this period, the fund provides comprehensive quarterly research reports to support investment decisions.

The investment philosophy of the Green Portfolio Super 30 PMS revolves around capitalizing on turnaround opportunities and special situations that can potentially lead to a spike in company performance. The fund focuses on:

• Identifying companies positioned to benefit from significant operational or strategic changes.
• Targeting sectors that may be benefitting from deglobalization trends, with a particular emphasis on those receiving production linked incentives and experiencing technology disruptions.
• The approach is highly selective, maintaining a concentrated portfolio of companies that show promise for high returns, complemented by a robust evaluation of financial health, corporate governance, and market positioning to ensure growth at a reasonable price.

The philosophy also stresses continuous re-evaluation of investments, leveraging on-the-ground insights and detailed analyses to adapt to changing market conditions and company fundamentals.

The investment strategy of Green Portfolio Super 30 PMS centers around capitalizing on unique opportunities that arise from specific market disruptions and incentives. The key investment drivers include:

• Special Situations: Identifying companies poised for rapid improvement following transformative events.
• Technology Disruption: Investing in companies that stand to benefit significantly from technological advancements and shifts in the industry landscape.
• Production Linked Incentives: Targeting sectors and businesses that are likely to benefit from government or industry-specific incentives that promote production growth.

Additionally, the investment strategy of Green Portfolio Super 30 PMS focuses on a concentrated selection of high-potential companies through a disciplined approach: