We are currently offering two portfolios:

1.      Centrum Emerging Champions of India

• To invest in mid and smallcap companies of good quality and aspire to provide attractive outperformance over long periods
• Companies emerging with high leadership traits, superior growth and RoCE

2.      Centrum Smart India Flexicap –

• To invest in high quality large and midcap companies that offers long term wealth creation opportunity. Largecap offers stability while midcap provides superior return potential
• Companies with established moats, capable management with strong track record execution that is reflected in its earning growth

Opportunistically, we will be coming up with thematic basket of companies to cater diverse investment avenues and goals of investors.

Centrum focuses on companies with defined leadership traits, such as - high and rising market share, high growth, strong moat and pricing power, high RoCE, brand/distribution strength, technology/R&D edge.

In our search for leadership traits, we have developed a proprietary framework named:

E             D            G            E

This framework is backed by detailed fundamental research and backtested for past 20+ years. Over this time frame the framework has outperformed 80% of the times.

•”E” = Earnings Quality –

• 15% (or higher) operating profit growth and 15% (or higher) ROCE
• High conversion of EBITDA to OCF
• Low leverage(<2x)

•”D” = Deep dive research

• Size of opportunity
• Competitive advantage
• Scalability
• Channel checks

•”G” - Governance –

• Accounting quality and forensics
• Capital allocation
• Board composition
• ESG
• Dividend policy

•”E” - Execution –

• Past track record of promise vs delivery

The framework, supported by our detailed channel checks, yields basket of stocks that offers a combination of ‘High quality’ and ‘High Opportunity’ companies available at reasonable valuation, This provides best of two worlds, meaning:

High Quality – Established leadership traits, sustainable moats and good corporate governance. This group provides stability to portfolio returns.

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High Opportunity – Companies that are ‘emerging leaders’ who show transformational trends (accelerating growth, improving business mix, strengthening balance sheet, attractive valuation etc.). This group provides growth to portfolio returns.

Disclaimer: Investing in securities are subject to market risks. Past performance is not an indicator of the future performance. This material should not be construed as a recommendation or solicitation to invest in securities. Investors should independently read the related documents, consider all the risk factors and seek professional, financial, tax and legal advice before investing