Wallfort PMS & Advisory Services LLP – Wallfort Focus Fund

The investment objective of Wallfort PMS is to deliver superior risk-adjusted returns by identifying high-growth opportunities within small-cap and mid-cap companies. Wallfort PMS’s diversified strategy focuses on investing in fundamentally strong businesses at attractive valuations while ensuring capital preservation through risk mitigation measures.
By leveraging a bottom-up and thematic approach, Wallfort PMS aims to outperform market benchmarks while aligning investments with long-term wealth creation.

The Wallfort Diversified Strategy, managed by Wallfort PMS, follows a disciplined and research-driven methodology to construct a high-performing equity portfolio.
Key elements of Wallfort PMS’s investment strategy include:
• Small & Mid-Cap Focus: Investing in companies with strong business fundamentals and high growth potential
• Sector-Agnostic Approach: Wallfort PMS’s investment strategy prioritizes diversification while maintaining sector exposure limits of 35%
• Stock Selection Criteria: Emphasizing companies with strong management, sustainable earnings growth, and industry leadership
• Active Portfolio Management: Regular rebalancing to optimize returns and minimize downside risk
By following Wallfort PMS’s diversified strategy, the portfolio aims to maximize upside potential while safeguarding capital during market fluctuations.

At Wallfort PMS, investment success is driven by the Four P Investment Strategy:
1. Promoter Integrity – Assessing ethical and financial discipline in management teams.
2. Product Moat – Investing in companies with a sustainable competitive advantage.
3. Profitability Metrics – Selecting companies with strong financials and healthy profit margins.
4. Price Consideration – Ensuring investments are made at attractive valuations relative to intrinsic worth.
By following this structured and disciplined investment framework, Wallfort PMS aims to outperform market benchmarks while preserving capital in adverse conditions.