Abakkus Four2Eight Opportunities Fund

A close-ended Category II AIF, aims to benefit from India’s growth from a $4 trillion to $8 trillion economy in 7-8 years.

Minimum Investment : ₹ 1 crore

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About Abakkus Asset Manager LLP

Abakkus is a premier boutique asset manager focused on generating alpha, managing approximately INR 32,700 crores* in long-only strategies for Indian equities. In just six years, Abakkus has made a significant impact on the Indian equity market, recognized for both performance and asset growth. We’ve been awarded the best Category III AIF based on risk-adjusted returns over three years, securing Rank 1 and Rank 2 in the AIF-Long Only Equities category.

How You Can Benefit With Abakkus Asset Manager

Rigorous Investment Process

Using our 5D investing process, we DISCOVER approximately 1,500 investable options from 6,000 companies, DELVE into about 350 for in-depth analysis using the MEETS framework, DEVELOP detailed macro and micro analysis on over 100, DETAIL investment ideas for roughly 75 stocks, and DELIVER a focused portfolio of approximately 30 stocks.

Expert Management

Benefit from our team’s extensive experience and commitment to identifying high-potential investments.

Risk Management

Our disciplined approach protects your investment from downside risks while aiming for superior returns.

Fund Managers of Abakkus Four2Eight Opportunities Approach

Aman Chowhan

Hitesh Arora

Abakkus Investment Philosophy

Risk reward equation

▪ Expected returns must justify the risk / uncertainty taken
▪ A good company might not necessarily be a good investment opportunity
▪ Focus on the price we pay, and value derived
▪ What is in the price?

Generating Alpha

Abakkus, as an asset manager, focuses on generating alpha. The Abakkus Emerging Opportunities Portfolio aims to invest in benchmark-agnostic portfolios across various market capitalizations.

Patient investors

▪ Invest in a company as if investing in a business
▪ Think like a partner

Selection Criteria

The investment managers follow the 15:15:15 approach, seeking businesses that meet at least two out of the following three criteria:
ROE > 15%
Earnings Growth > 15%
P/E Ratio < 15

Agile and flexible

▪ Each investment opportunity is looked upon individual merit
▪ Not constrained to a particular theme or style

Bottom-up Strategy

The Abakkus Emerging Opportunities Portfolio employs a ‘bottom-up’ stock-picking strategy, ensuring meticulous selection of investments. For large-cap allocations, stability is prioritized through a ‘top-down’ sectoral view.

Alpha generators

▪ Believe in investing with an endeavor to generate alpha over the markets
▪ Growth companies where profitability is expected to grow higher than market average
▪ Fundamentally undervalued businesses with reasonable growth expectations

Focus on Earnings

Investments are made in three types of companies: growth companies, value companies, and buy-and-hold companies. The approach is contrarian, focusing on earnings rather than chasing market momentum

Fundamental driven

Bottom-up research with a focus on balance sheet
▪ Numbers speak more than presentations and hype
▪ Returns ultimately are all about earnings

Focus on Earnings

Investments are made in three types of companies: growth companies, value companies, and buy-and-hold companies. The approach is contrarian, focusing on earnings rather than chasing market momentum

Happy to be contrarian

▪ Prefer to be first, early and/or only investors
▪ Do not chase the momentum
▪ Open to look at companies across sectors, market caps and business cycles

Focus on Earnings

Investments are made in three types of companies: growth companies, value companies, and buy-and-hold companies. The approach is contrarian, focusing on earnings rather than chasing market momentum

Why AIF&PMS Experts?

Over 350 investors
have invested in
our process

Over ₹500 crores
have been invested using
our process

Trusted by
investors across
10 countries

Over 15,000 investors
use our tools before
deciding to invest

Process-driven returns

Invest with confidence in our proven process, as we meticulously follow a robust framework for selecting fund managers and portfolios of Alternative Investment Funds (AIF) and Portfolio Management Service (PMS) Funds. We refer to it as the 3Is of investing, where we add the third ‘I’ (eye) of scrutiny, focusing on Investment Manager Style, Investment Portfolio Quality, and Investment Performance Consistency.

Investment
Style

Clear, adaptable strategies aligned with investor goals, crucial for navigating market fluctuations and capitalizing on opportunities.

Investment
Quality

Fundamental analysis focuses on a company’s intrinsic value, management, competitive edge, and financial health for sustainable portfolio growth.

Investment
Performance

Emphasizing consistent, risk-adjusted returns, and effective drawdown management to achieve long-term growth while preserving capital.

Frequently Asked Questions

What is the Abakkus Four2Eight Opportunities Fund?

The Fund is a scheme of India – Ahead Private Equity Trust (“Trust”), Trust is registered with the SEBI as a Category II Alternative Investment Fund. India is poised to grow from a $4 trillion economy to $8 trillion in 7-8 years: the Fund aims to benefit from India’s growth trajectory.

Who is acting as an Investment Manager / Sponsor and Trustee of the Fund?

Investment Manager: Abakkus Asset Manager LLP
Sponsor: Abakkus Fund Sponsors LLP
Trustee: Axis Trustee Services Limited

Is Abakkus Asset managers investment strategy suitable for long-term investors?

Yes, Abakkus’ focus on fundamentals, long-term investment horizon, and Buy & Hold strategy make it suitable for investors with a long-term perspective.

What is the Buy & Hold strategy practiced by Abakkus Asset Manager?

Abakkus follows a Buy & Hold strategy, treating investments like partnerships rather than short-term trades.

Who can invest in this Fund?

Domestic (Indian) high-net-worth individuals, non-resident Indians, foreign nationals, family offices, institutions, foreign funds or other foreign legal entities, and corporate investors can invest in the Fund. Investors from jurisdictions other than India are requested to review regulatory norms of their respective jurisdictions before investing in the Fund.

How much money can a contributor/Investor invest?

The minimum commitment amount is Rs. 1 crore which can be drawn down by the Investment Manager over the Commitment Period by giving a 15 calendar days’ notice to the Contributors. There is no upper limit to the amount one can invest.

If you have any queries, please contact Mr. Devanshu (AIFPMS VP) at +91 95616 10108 or email us at vikas@aifpms.com