Go long term, go Sharp

Create wealth through long-term investments with Sharp, a portfolio management service that invests in equities based on research backed by Purnartha.


  • Fund Type:Fundamental PMS

  • Min. Investment:Rs 50 Lakhs
  • Allocation:Two different plans to suit individual goals
  • Benchmark Index:NIFTY
  • Charges:
    Plan 1 Plan 2
    Annual Fee (% of AUM) 2% 2.5%
    Hurdle Rate (Annual) 15% 25%
    Profit Sharing 20% above hurdle rate 20% above hurdle rate

INVESTMENT STRATEGY

Investing in a universe consisting of non-cyclical companies keeping in mind the following:

Volume growth of 1.5x-3x of GDP

Owners having their skin in the game

Low draw downs and fast recovery

Net cash companies

RESEARCH PROCESS

History

We base our research on history that shows performance across regimes. Usually, 11 years is a credit cycle where GDP has gone up, down and drifted. We see if the businesses have generated positive cash in all regimes.

Business Model

We analyze unique business models that provide an insight into the economic moat or competitive advantage of the company.

Valuation

We built a portfolio using EV/ Operating cash flow model as the valuation parameter, considering the growth and quality of the stocks in the portfolio.

Management Interaction and Channel Checks

We identify the person responsible for company's future and find out if his interests are aligned for future growth. These checks provide an insight into culture of the company.

Volume growth

We also articulate what are the structural drivers for the volume growth of the company for the next few years.

Sharp Portfolio is powered by Purnartha. Purnartha Investment Advisors Pvt. Ltd is a SEBI registered investment advisor (Registration no.: ina000000672).

From the research recommendation given by Purnartha, the investment committees of Sharekhan will shortlist stocks and decide on allocation.