Emkay Gems
About Company
EIML’s equities research team is backed by a highly qualified and experienced equities research staff. The combined expertise enables clients to take advantage of several high-quality investment possibilities across the Indian equities market. use of deep domain knowledge, thorough research approach, and custom modules to give exceptional insights, trend analysis, and short/ mid/ long-term forecasts for clients in the areas of wealth creation. Large corporate enterprises, family-owned firms, trusts, and HNIs and NRIs are some of the customers. We handle more than INR 660 billion in assets. Emkay Gems is a leading wealth management company in the AIF, credit, and insurance sectors.
Fund Snapshot
| Year of Inception | 1995 |
| Number of Stocks | 15-25 |
| Investment Horizon | 3-5 years |
Emkay Investment Managers Limited (EIML) is the asset management arm of Emkay Global, a 25-year-old financial services firm. Emkay Global was founded in 1995 and has since built a reputation as India’s leading financial services firm. The group companies have been successfully managing portfolios for a distinguished clientele across the world.
Emkay Wealth provides wealth management services to high-net-worth individuals. The company manages assets, deals with credit and debt financing in securities traded on local or international exchanges, investment banking activities, etc. Wealth managers at Emkay Wealth work closely with clients to understand their goals and needs, instructing them about the best way forward based on all the available information.
Emkay Gems is a leading Indian financial company providing investment management, portfolio management, and real estate investment services to clients across the globe.
Unique Feature
Emkay GEMS is focused on sectors and organizations that will profit due to the predicted economic growth.
- Value Migration
The framework is intended to spot industries where value migration occurs and assist investors in identifying early winners.
- Domestic Consumption
Companies that stand to benefit from GDP growth and the resulting increase in domestic consumption-driven sectors.
- Efficiency Outliers
Excess assets, value-added goods, return generated on the capital, and so forth are utilized more efficiently than other firms by companies that are better than their peers in these respects.
The fund’s goal is to produce risk-adjusted returns and avoid excessive diversification. It has low volatility, high liquidity, and a low portfolio turnover rate. The quality filters to weed out poor investments with higher risks to reduce portfolio risk.
The fund managers use the innovative alpha method to create an equally weighted portfolio, eliminating ‘allocation bias.’
We utilize the EQual Risk module to verify that only highly governed companies join the portfolio since this is a mid-cap fund.
Investment Philosophy
The stock analysis modules at EIML are quite different from conventional investing techniques. The investment portfolios are based on two distinct theories:– Classical Alpha and Smart Alpha.
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Classical Alpha
The objective is to produce alpha by pure bottom-up stock picking, further distinguished and reinforced by E-Qual, the unique governance dedicated stock-picking module. E-Qual is an independent governance tool that helps us analyze and compare listed businesses on a range of qualitative and quantitative governance criteria, including management honesty and competence, wealth distribution, investor communication, and liquidity.
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Smart Alpha
The Smart Alpha approach is designed to reduce selection and allocation biases that affect fund managers. We concentrate on constructing an equal-weighted portfolio using a rigorous investment method based on management expertise, leadership, market capitalization, earnings growth, and valuation levels. The unique stock-picking and evaluation procedure, complemented by a practical risk management module, helps us eliminate “Selection Bias” and “Allocation Bias systematically” equally.
Investment Strategy
The primary goal of the Emkay GEMS portfolio is for investors to achieve medium to long-term capital appreciation by investing in 20 equi-weighted mid-cap stocks. Emkay Gems’ marketing department is very efficient in reaching out to their existing client base and marketing new products.
Emkay Gems has been quite successful when it comes to investment companies because they offer financial advice.