How does one create, grow & multiply Wealth?
Simple question, yet no definitive, consistent, uncomplicated answer.
Patience, discipline, simplicity & transparency leads to Wealth Creation. At Ambit Asset Management, we have the solution to this perceived tedious challenge. We live with principles & morals reflecting the consistency & resilience of our portfolios and our approach. The Ambit way of investing.
Using PMS (Portfolio Management Services) as the platform, across multiple equity strategies, we ensure, growth with safety. Preserving & thriving your hard-earned money, both at the same time.
We understand that every individual is different with varied perspectives and different risk appetites. Hence, we have customised solutions for your needs, requirements, and commitments towards your loved ones.
Buy & hold forever is a strategy that creates wealth is known to one and all, but we practice it with inviolable discipline. Our investment thesis, product design, client solicitation, client reports, fee charged to client and everything else that comes in between is focused only on YOU – our client.
The Ambit Approach is articulated by our portfolio managers and sales team in a simple manner with complete and open access to all research, to all modules, and even entrée to our portfolio managers seamlessly.
Customer-centricity is in the very DNA of each of Ambit’s businesses.
It is not an act, it is a habit. Our customer-centric approach ensures that as an investor, you will have access to top management and our fund managers. This ensures that if you have any questions about the decision-making process or specific investments, they can be answered satisfactorily.
There are some universal facts. Equities are risky. Equities are volatile. Equities are unpredictable. Hence, generating incremental returns by increasing risk, increasing beta, or decreasing sharpe ratio can be lethal for the health of the portfolio. At Ambit Asset Management, with our deep-dive research, bottom-up stock-picking strategy and algorithmic cleanliness filters, we ensure, that our client's wealth is created with unwavering consistency, thereby following the Ambit Approach of Investing of de-risking equities.
OUR INVESTMENT PHILOSOPHIES
Proprietary research-backed framework
Disciplined and process-driven approach
Investment in high quality businesses
Long-term investments with low churn
Ambit TenX Portfolio
The portfolio aims to identify companies primarily in the mid and small-cap segment that can be a beneficiary of India’s journey to US$10TN economy mark and that can grow their earnings by 10x over the next 10 – 15 years to deliver steady returns over long periods of time.
Ambit Coffee Can Portfolio
A portfolio of resilient companies that aims to deliver steady returns with minimal risk to create wealth over the long term
Ambit Good & Clean Midcap Portfolio
A portfolio of companies that have a proven track record of efficient capital allocation and high growth
Ambit Emerging Giants Portfolio
A portfolio of companies that aims to create wealth over long periods of time by investing in the leaders of tomorrow
Our aim is to create long-term wealth for our clients, while also preserving their capital. Towards this end, we look at a spectrum of industry categories and capitalize on opportunities by identifying and investing in high-quality businesses. Risk mitigation is done by ensuring that we are only investing in companies that set the highest benchmarks in accounting and corporate governance.
We at Ambit Asset management understand the need of our clients and provide a customised solution with a primary underlying principle of preservation of capital.
Ambit TenX Portfolio: A Flexicap Portfolio that will primarily comprise 15-20 high-quality mid-and-small-cap companies with an option of picking up Fast-tracked Large caps as well. The portfolio can include new-age businesses, mid & small-sized that have the potential to become the large-caps of tomorrow.
The selection process focuses on choosing companies with Market Capitalisation of more than 1000 Cr. that are filtered through the Ambit Good and Clean Framework. The process involves a robust bottom-up research, industry analysis, management meets and channel checks. The portfolio selection criteria checks if the companies are present in an under-penetrated market with lower per capita consumption to ensure the Net Debt to Equity ratio is less than 1.0. We aim to build a low churn portfolio of 15-20 companies, with an average. churn of approx. 15-20%.
The investment process and framework ensures there is no compromise in the quality of the portfolio companies. We strictly adhere to Cleanliness principles of Corporate Governance and focus on our deep dive research process to generate long-term wealth for our investors while ignoring short-term noise and clutter. Thus, leveraging Ambit Group's acumen & network.
Ambit Coffee Can Portfolio:A portfolio of resilient companies that aims to deliver steady returns with minimal risk to create wealth over the long term.
The Selection Process
We look for companies that have a consistent track record of growth and wealth creation for their stakeholders over long periods. A clean corporate governance track record and consistency is what brings a company into the Ambit of our coverage universe
Coffee Can Portfolio is based on growth investing. Our mantra is that quality comes at a price and always pays in the long run. We believe that as long as earnings continue to grow, the stock price will follow, albeit in a non-linear fashion.
Consistent returns with minimal risk
Steadfastness is the key. We believe wealth creation is a marathon and not a sprint. Did you know a steady 26% return over 20 years makes your portfolio 100x?
Ambit Good & Clean Midcap Portfolio : A portfolio of companies that have a proven track record of efficient capital allocation and high growth.
GOOD AND CLEAN COMPANIES
Good denotes improvement of financial metrics over the last six years with efficient capital allocation. Clean reflects best in class corporate governance and financial statements reflecting the true and fair picture of the underlying business. The focus on “Good” helps generate the upside, while the focus on “Clean” minimizes the risk.
SUSTAINABLE WEALTH CREATION
The idea with Good and Clean fund is to identify, early in their growth cycles, market leaders in niche categories with immense potential for sustainable accretion to create significant wealth over the long term.
The focus is to identify growth-oriented businesses with strong brand equity, management bandwidth and market leadership. The idea is to invest in businesses with sustainable earnings growth, which are available at reasonable valuations.
Ambit Emerging Giants Portfolio : A portfolio of companies that aims to create wealth over long periods of time by investing in the leaders of tomorrow.
We aim to identify market leaders in niche categories with immense potential for sustainable growth early in the cycle, to create significant wealth over a long period of time. A solid corporate governance track record, deeply under-penetrated product category and strong market leadership, are some of the characteristics that we look for while including a company in the portfolio.
The company selection process focuses on picking businesses with a good track record of efficient capital allocation and clean accounting practices, to pick the right investments. We aim to build a low churn portfolio of 15-20 companies, which can create wealth for investors in a relatively riskless fashion over a long time period. The objective of the fund is to explore opportunities in the under-researched and under-owned world of small-caps, to deliver steady returns in what is traditionally perceived to be a high-risk investment
Since inception Emerging Giants Portfolio has delivered consistent double-digit returns outperforming peers and benchmark by a wide margin even when small-cap indices have fallen.
COO & Head of Sales
SEBI – Portfolio Manager – INP000005059
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