AMC :Marcellus

Strategy: Kings Of Capital

Category : Thematic

Incep Date :01-07-2020

Investment Objective :

The key objective of our “Kings of Capital” strategy is to own a portfolio of 10 to 14 high quality Financial companies (banks, NBFCs, life insurers, general insurers, asset managers, brokers) that have good corporate governance, prudent capital allocation and high barriers to entry.

Investment Description :

Construct a multi cap portfolio of financial stocks which includes not only lenders but also general insurers, life insurers, asset managers and brokers..The non lending part of the portfolio adds resilience to the portfolio during times of stress because insurers have a lower beta than lending businesses while asset management and brokerage businesses do not take any balance sheet risk.

Investment Strategy :

Construct a multi cap portfolio of financial stocks which includes not only lenders but also general insurers, life insurers, asset managers and brokers..The non lending part of the portfolio adds resilience to the portfolio during times of stress because insurers have a lower beta than lending businesses while asset management and brokerage businesses do not take any balance sheet risk.

Scheme Document

Coming soon