India’s only 100% equities fund manager with a clear investing philosophy. An asset management organisation with a strong point of differentiation, They aim to provide targeted mutual funds, PMS, and AIF strategies based on their primary equities research and investing competencies. Their sponsor, Motilal Oswal Financial Services Limited, which has over 30 years of experience under the direction of their founder and thought leader, Raamdeo Agrawal, provides them with equity expertise. Their unique investing methodology has grown and is continually being enhanced by the application, insights, and practical lessons of their seasoned equities investment and research team through his 25 Annual Wealth Creation Studies series.
Their equity offerings have been based on their investment tenet, Buy Right: Sit Tight, where Buy Right refers to purchasing high quality, growth-oriented businesses at a fair price and Sit Tight refers to maintaining investment in them for a considerable amount of time in order to realise the full growth potential of the underlying business. They aim to manage portfolios with about 20–25 high-conviction holdings and little portfolio churn, along with a “Buy and Hold” approach.