Abakkus Smart Premier League Fundamental

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 portfolio predominantly within the Top 250 companies. To invest in growth companies where profitability is expected to grow higher than market average

PORTFOLIO CHARACTERISTICS

• Benchmark agnostic diversified portfolio
• Fundamental based ideas picked via a bottom-up approach
• Investment universe predominantly within Top 250 companies with focus on alpha generation along with stability and liquidity
• Select exposure in smaller companies to generate additional alpha
• Endeavor to generate alpha and wealth creation with typically 3-5 years holding period
• Differentiated Portfolio adhering to our "MEETS" Framework
• Portfolio of ~25 companies, single stock exposure limited to less than 10% and sector exposure limited to below 30%