WEALTH GUARDIAN FUND

Wealth Guardian Fund is a multi cap equity portfolio management strategy designed to achieve long term capital appreciation through bottom up stock selection and disciplined portfolio construction. The strategy invests across large cap mid cap and small cap companies with the primary hunting ground in companies with market capitalization between Rs 1000 crore and Rs 10000 crore which broadly fall in the small cap and mid cap categories while selective allocation may also be made to large cap companies or liquid instruments when attractive opportunities are not available. The investment approach focuses on identifying businesses operating in industries growing faster than the Indian economy and companies gaining market share through competitive advantages such as strong brands distribution networks economies of scale and network effects. Stock selection emphasizes healthy balance sheets low or nil borrowings reasonable return on equity strong corporate governance and reasonable valuation with margin of safety. The strategy aims to build a concentrated portfolio of about twenty businesses diversified across sectors and market capitalizations combining consistent compounders with special situations such as mean reversion demergers new management or temporary distress opportunities. The fund excludes businesses involved in tobacco liquor and gambling. Sector agnostic with preference for Industrials Consumer FMCG Banking Financial Services and Insurance Information Technology Automobile Pharmaceuticals and Chemicals. Large cap mid cap and small cap.