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The Eagle Portfolio aims to provide superior, long-term returns by following a contrarian approach to investments in a concentrated portfolio of Indian equities with sustainable long-term prospects |
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| Key Portfolio Characteristics: |
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| Concentrated portfolio with adequate diversification
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Superior earnings growth at bargain (value) prices |
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Seeking an exceptional margin of safety, by focusing on mis-appraised situations |
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Longer-term portfolio horizon |
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For Eagle strategy, we seek a higher discount of 45%-50%, sometimes more, to the value of the underlying business at the time of buying the stock. However, we understand that such opportunities may take longer the price and value to converge and hence as investors, we need to exercise a higher degree of patience. |
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| Investment Approach: |
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Finding value in ignored ideas. |
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| Investor profile: |
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| The offering is suitable for a select club of serious investors, who would like: |
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To gain from the high returns potential arising out of misappraised investment opportunities |
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A personalized investment program |
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Long term wealth creation |
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| Benchmark Index: |
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BSE Sensex and CNX Midcap |
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| Site designed by E Dot Solutions |
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