The India Capital Growth Fund seeks to provide long term capital appreciation by investing predominantly in listed mid and small cap Indian companies. The Company also has the flexibility to invest in unquoted Indian companies where the portfolio manager believes long-term capital appreciation will be achieved.
The portfolio manager takes a bottom up approach, investing in companies with both sustainable growth and attractive valuations. The investment team, based in both Mumbai and London, conduct fundamental proprietorial research looking for opportunities over an investment horizon of 3 to 5 years, either through inefficiencies in the market or by identifying a change in business fundamentals which can lead to a change in growth or a change in the valuation of a stock.
CAPITAL AT RISK
Source: Ocean Dial Asset Management Ltd, www.oceandial.com