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GLOBE PMS Value Strategy

Globe Value portfolio aims at investing in stocks that have
good value & future growth prospects, can benefit from
earnings growth, re-rating of business or sector and changes
in macro & micro fundamentals.

Minimum Investment : ₹50 Lakhs

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GLOBE PMS Value Strategy

Globe Value portfolio aims at investing in stocks that have good value & future growth prospects, can benefit from earnings growth, re-rating of business or sector and changes in macro & micro fundamentals.
It is a multi-cap strategy with active management and use of various derivatives like future & options on the underlying / index with a view to optimize the yield of the portfolio. The strategy also identifies various special situations in the market and tries to profit from them using a strategy which is market neutral.

Fund Management Process

Portfolio Structuring based on investor’s profile, factoring in:

•Objectives
•Risk appetite
•Return expectation
•Investment horizon
•Liquidity requirements

Investment Process

•Idea generation
•Idea evaluation and back
testing
•Idea presentation to
Investment
•Committee
•Idea execution
•Monitoring and risk
management
•Exit strategy

Reporting

• Monthly reports with
Portfolio Statements
andValuations

Fund Managers of Abakkus Emerging Opportunities Approach

Mr. Ankit Agarwal Director – Globe Capital Group of Companies & Head- Globe Wealth & PMS

Mr. Ankit Agarwal is a Chartered Accountant and a CFA by qualification. He is in-charge of the overall Fund Management Division at Globe Capital including Portfolio Management Services, Investment Research, Institutional Investment Advisory and FII Advisory. He also heads the proprietary investment arbitrage division at Globe. •Under his leadership in 2021 Globe PMS became the top performing fund in the 5 year CAGR category. He has a special acumen for value investing and identifying multibagger companies with good quality management. He has a great understanding and indepth knowledge of Indian Capital Markets, Macro and Micro economic factors driving the economy. He also has expertise in special situation arbitrage and use of derivatives to make use of various opportunities in the market. Under the guidance of Mr. Agarwal, Globe has been a pioneer in special situation arbitrage for more than a decade now. He has initiated many investor education initiatives at various national forums for greater financial inclusion among the youth of this country

Mr. Parashuram Prasad Fund Manager, PMS

Mr. Parashuram Prasad has over 15 years of experience in fundamental equity research and fund management in Indian capital market, with over 13 years with Globe PMS. He holds an MBA (Finance) and a Bachelor’s degree in Chemistry. He prefers a ‘bottom up strategy’ while picking stocks. He has a strong Quantitative aptitude and has enhanced the team’s strategic and tactical Asset Allocation decision making process. He has a keen eye for picking stocks that have strong financials & earnings growth. He focuses on companies having businesses with robust competitive advantages in both terms quantitative & qualitative. He does not believe in theory of timing the market rather his philosophy is to invest in the right stock rather than wait for the right time.




 

GLOBE PMS Investment Philosophy

Investment Strategy :

• Picking stocks that have good value, can benefit from growth in earnings, re-rating of business or changes in company’s fundamentals.
• Identify & invest in candidates available at an attractive price, having potential for substantial appreciation.
• Focus on positive changes in the business environment of particular sector/company. Enter at right opportune time and exit when potential is realized.
• Derivatives may be considered to generate alpha by using stock option strategies or stock futures. Index future/ option strategies are used to guard the portfolio holdings against systematic risk.
• Benefit from event arbitrage and other special situations involving Merger & Acquisitions, Open Offers, Takeover, De-listing etc

Portfolio Construction Process

  • Par excellence quality of management and Good corporate governance is the primary filter applied by Globe PMS when evaluating an investment proposition
  • Selecting stocks having strong growth in earnings, re-rating of business or changes in company’s fundamentals.
  • Identify positive changes in the business environment and invest in the particular sector/ company and remain invested till re- rating potential realized.
  • Using various opportunities and try to benefit from event arbitrage involving Merger & Acquisitions, Open Offers, Takeover, De-listing and other Special Situations.
  • Derivatives may be considered to generate alpha by using stock option strategies or stock futures. Index Future / option strategies are used to guard the Portfolio Holdings against systemic risk.

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

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

We are here to manage your finance with experience

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