The objective of the investment advisory portfolio would be to endeavor to generate alpha and risk adjusted returns for investors by creating a benchmark agnostic thematic differentiated portfolio predominantly investing in companies benefiting from economic development.

Portfolio Characteristics

• Benchmark agnostic thematic differentiated portfolio adhering to our “MEETS” Framework
• Investment universe predominantly of companies benefiting from economic development as a result of potential investments in infrastructure, capacity expansions, thrust on domestic manufacturing and unfolding economic reforms
• Fundamental based ideas picked via a bottom-up approach
• Investments with typically 3-5 years holding period
• Portfolio of ~25 companies across multiple sectors, single stock exposure limited to less than 10%

Abakkus Investment Advisors (a division of Abakkus Asset Manager LLP) provides Investment advisory services under the brand Abakkus Smart.

Disclaimer: The volatility of the portfolio shall fluctuate in accordance with the overall market conditions and securities in the portfolio. Investors shall abstain from making investment decisions based on such volatility. This advisory portfolio is appropriate for an investor with a high-risk tolerance.