Fund Details
Old Bridge Focused Equity Fund
An Open-ended Equity Scheme investing in maximum 30 stocks (multi cap).Risk-o-Meter
Investment Objective
To generate long-term capital appreciation by investing in equity and equity related instruments of up to 30 companies across market capitalization (i.e. Mid cap, Small cap, Large cap).
INVESTMENT STRATEGY
The endeavor is to align to the segments of the economy that are emerging and companies that have characteristics which make them the dominant participants in their industry across market capitalization. This is a buy and hold strategy. Low debt and high capital efficient businesses are some of the financial parameters that form the key selection criteria of companies in this portfolio. The investment strategy of the scheme will be to primarily invest in equity or equity linked securities of listed/to be listed Indian companies. The Scheme may invest in equity derivatives, amongst other things for purposes of hedging and portfolio balancing, as may be permitted under the Regulations from time to time Investment in debt and money market securities will be done for liquidity purpose.
The Scheme may also invest in the hybrid securities viz. Units of REITs and InvITs for diversification and subject to necessary stipulations by SEBI from time to time.
Investment Philosophy
Concentrate on identifying businesses early into a cycle. The underlying companies in the portfolio would demonstrate leadership skills and have financial discipline. The endeavour would be to look for companies in industries that are consolidating.
What we look for:- Consolidators of the Industry
- Capital efficient business
- Low financial leverage
- Low valuations
