AMBIT Alpha Growth

PMS Portfolio

Ambit Alpha Growth Portfolio: A small and midcap focused portfolio with an objective to deliver Alpha by investing into high Growth companies at a reasonable valuations (GARP).

The philosophy is to identify a business at its inflection point and stay invested in its growth phase.

DIFFERENTIATOR

Alpha Growth follows Good to Great framework with focus on flywheel effect i.e identification of inflection point and companies transitioning from Build up years to Surging Growth phase

INVESTMENT PROCESS

Elimination Stage

  • The investment universe comprises of top 500 companies and beyond
  • Focus on top 100-200 companies with 25%-30% growth
  • Selection Stage

  • Rigorous fundamental research to narrow down to 2-3 good companies per quarter
  • CONSISTENT PERFORMANCE

    Since inception (Jan 21), Ambit Alpha Growth has delivered top decile returns outperforming peers and benchmark by a wide margin

    NEWPORT GLOBAL FUND – ALPHA GROWTH

    Newport Global Fund – Alpha Growth is an offshore fund, denominated in USD. Through the fund, global clients can access the Alpha Growth strategy through the offshore route. The fund structure provides several benefits to global investors.

    PMS INVESTMENT TEAM

    UMESH
    GUPTA

    Head, PMS & Portfolio Manager

    ASHUTOSH
    GARUD

    Director, Co-Fund Manager

    ABHISHEK
    SHAH

    Director, Co-Fund Manager

    ADITYA
    AGRAWAL

    Investment Associate

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