Wallfort Fund Management Llp

The objective of this service to provide the Client with a structure that can achieve preservation and growth of its capital.

To generate absolute returns across market cycles by investing in undervalued equities. It can also invest money in debt instruments and mutual funds.

The Portfolio aims to deliver capital appreciation in long term from a diversified portfolio that predominantly invests in equity and equity related instruments across various market capitalization.

The Portfolio aims to deliver capital appreciation in medium and long term from a concentrated portfolio that predominantly invests in equity and equity related instruments across various market capitalizations. The emphasis is to invest in a diversified portfolio of companies having good corporate governance, sustainable growth prospects, emerging sectors, and turnaround stories. The portfolio will be adopting a proactive approach to recognize trends, themes, and triggers in a rapidly evolving macroeconomic scenario.

The investment objective of Wallfort KOSH Value Fund would be to generate risk adjusted returns for clients by investing in sector agnostic Multicap portfolio of securities, primarily comprising of companies usually classified as mid cap and small cap. The endeavour is to create a diversified portfolio of companies with strong corporate governance, reasonable growth potential, impeccable management and visible shareholder value creation. The Portfolio Management will be agile and flexible considering various factors like macro-economic environment, regulatory developments, sector / industry specific events, emerging themes and available value creation opportunities.

The investment objective of Wallfort FOCUS Fund will be investing in companies based on thorough fundamental analysis and research, with a focus on investing in companies that have strong growth potential, sound financials, and attractive valuations. Companies will be selected on the basis of fundamentals & good corporate track record. A sector agnostic approach will be followed while having a portfolio of 15 â?? 40 stocks. The strategy will invest in securities, Liquid instruments, etc. trading on NSE & BSE indices. The fund will be market-cap agnostic having a moderate risk approach. The Objective is to generate long-term (up to 3-5 years) capital appreciation by investing in companies that are undervalued due to special situations, such as corporate actions, and are trading below their intrinsic value and also general value investing with the objective of benefiting from the potential price inefficiencies that may arise during the process.