Why Global Investing
Factsheet- Global investing provides opportunities to benefit from direct exposure to key transformative global themes and businesses which are constantly expanding their business through globalization of consumption.
- It hugely expands the investable universe to find better value investing opportunities in capital efficient and High-ROIC businesses.
- The exposure to uncorrelated markets eliminates the country’s specific risk and moderately brings down the overall volatility.
- Wealth preservation in foreign currency also provides a natural hedge.
Key Features of Our Investment Strategy
Finding Investments
- Screen for good quality businesses
- Create investment universe of stocks
- Track related sectors & companies
Valuing Investments
- Valuation of the business across its own history
- Peer valuation & differences
- Our own estimates & range of reasonable valuation
Studying Investments
- Sectoral study of investment universe
- Compare performance of competitors
- Study the history of businesses & sectors
- Assess the management & business quality
Building the Portfolio
- Opportunistic Buying & Selling of businesses
- Ensure sectoral diversification
- Ensure geographical diversification
PMS Details
| Target Investors | Resident Indians |
|---|---|
| Base Currency | USD |
| Investment & Redemption | All business days |
| Exit Load’s Lock-in | No exit load or Lock-in applicable |
| Minimum Commitment | US$ 75,000; Top-up US$ 5,000 per instance |
| Benchmark | S&P 500 TRI |
| Target geographies | Majorly but not limited to US & Europe |
