Herald Portfolio takes exposure to a particular business group and tries to maximize returns.
Investment Rationale
Herald Portfolio is our premier product that takes exposure to a particular business group and tries to maximize returns. The portfolio is designed for Aggressive investors with a high risk taking appetite and a 3- 5 year time horizon. The portfolio is dynamically managed and rebalanced quarterly.
The portfolio is designed to take a take a targeted exposure to particular business groups and cherry picks stocks from their stable which have the highest potential for growth while keeping valuations in mind. The selection of the group is based on the history of the group, the corporate governance standards exhibited by them over the years and the capital allocation decisions made by them in order create shareholder wealth.
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