AAA Budding Beasts PMS
About AlfAccurate Advisors
AlfAccurate solely concentrates on the core competencies and exceptional performance history of our investment management staff. We do not offer supplementary services like wealth management or brokerage, in contrast to many of our rivals, therefore there is no conflict of interest. This gives our staff the time and resources needed to concentrate on what matters most—in-depth research and flexibility in monitoring the growth of your investment—while also enabling them to strategically operate at the highest levels of corporate governance transparently. In addition to our extensive partner network, you have unmatched direct access to our group of fund managers. Streamlined client onboarding, prompt response to inquiries, and frequent updates on portfolio performance are just a few advantages. Using our journal AAA Insights,
To assist you in better grasping the investing environment and choices, we aim to debunk myths and misconceptions about investing opportunities. Our entire team is committed to providing the best-individualized care at all times.
|Minimum No. of Stocks
|Mid & Small Cap Exposure
|Max Weight in 1 stock
|Max Weight in 1 Sector
|Max Weight in Top 10 Stocks
Why AlfAccurate Advisors?
Client-Centric Business Model
- AAA is only into PMS and investment advisory and not into other businesses like broking, wealth management, etc. Hence, no conflict of interest for the clients.
- AAA clients enjoy the benefits of directly communicating with the founder, thereby ensuring enhanced understanding.
- AAA clients include family offices and UHNIs, and AAA PMS product is presently distributed by well-known national distributors.
Superior Track Record
- AAA PMS is one of the few players in the industry which has completed 13 years.
- During the last 13+ years, AAA IOP PMS delivered 18.3% CAGR vs 12.1% CAGR reported by the BSE 500 Index.
- AAA IOP PMS received the Best 10-year Performance Award (rank 2) in the country for delivering superior risk-adjusted returns.
Three important risks: Governance, Technology, and Business cycle – can be reduced only by Diversification. We invest across market cap, sectors, and companies to reduce company/sector-specific risk.
We build the portfolio over some time. We do not follow the Model portfolio approach.
DISCIPLINED EXIT STRATEGY
We have a disciplined Exit strategy. We sell/reduce due to rebalancing of the portfolio, change in growth assumption of our portfolio company, and expensive valuations.
The market size determines the size of the opportunity. We prefer companies that are targeting large market sizes to generate exponential returns.
We buy the companies that are leaders in their sector as they are best positioned to navigate the upturn and downturn of the economy.
Margin Of Safety
Price is what you pay. Value is what you get. We buy the companies that are available at reasonable valuations
Companies that have good corporate governance, strong business moats along a reasonable profit size
Deep Dive Stage
Companies that are market leaders and effectively positioned to grow and multiply
Companies with strong earnings growth prospects and the right valuations
Internal Checks - Forensic Assessment
To assess the governance
Assess the consistency and fairness of the accounting policies
Identify the potential fraud
QUALITY OF CASHFLOW
Ability to convert the revenue to cash and re-invest into the business
Internal Checks - Longevity Assessment
LONGEVITY OF BUSINESS GROWTH
Sustenance of revenue and earnings growth Assessing competitive advantage
LONGEVITY OF RETURN RATIOS
Gauging business profitability and efficiency
LONGEVITY OF CASHFLOW
Identify financial strength
LONGEVITY OF REINVESTMENT
Intensity to generate Self-sustaining growth
The only constant is change. The average lifespan of a company listed on the S&P 500 has reduced from 90 years in 1935 to 18 years, as per a McKinsey report. We are agile, and active, never letting our guard down.
- There is a need to rebalance weights for risk management purposes
- A company no longer meets our buy/hold criteria
- A company no longer meets our valuation criteria
- There is no longer a durable double-digit return expectation for a company’s stock
- There is a more compelling investment opportunity to fund
Why AAA Budding Beasts PMS?
Access to Market Leaders
Aims for mid & small cap exposure to ~50 market Leaders across sectors.
Significant growth opportunities for Small and Mid-cap companies can lead to superior returns.
Grounded in Research
Combines top-down and bottom-up research with strong due diligence.
Award Winning Track Record
We have a proven track record of investment in companies yielding multi-bagger returns.
|Percentage of Allocation
|Banking & Finance
For any queries, contact us on Mobile:+91-9821286788, Email:Info@athworth.com
Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.