MNC Portfolio

MNC Portfolio focuses on consistency of return and risk moderation by investing in multinational companies listed in India where foreign shareholding is above 50 percent or management control and technological know how is provided by the foreign parent. The strategy emphasizes companies with strong brand product, innovation capability, advanced technology and economies of scale which benefit from global research and development, purchasing power and managerial expertise. Stock selection follows a structured framework evaluating past performance, present valuation metrics, management pedigree and future potential including operating efficiency, balance sheet growth, margins, capital allocation and sector outlook. The portfolio generally holds about 15 to 20 stocks diversified across sectors with defined exposure limits such as maximum sector allocation around 30 percent and maximum single stock allocation around 15 percent to maintain diversification. The investment universe is limited to multinational companies listed in India with strong balance sheets, low debt, positive free cash flow and high return ratios. The strategy also benefits from corporate actions such as open offers, buybacks and delisting which may enhance shareholder value. Sector agnostic. Market cap combination of small cap, mid cap and large cap within a diversified multicap portfolio of multinational companies listed in India.