Buy & hold forever is a strategy that creates wealth is known to one and all, but we practice it with inviolable discipline. Our investment thesis, product design, client solicitation, client reports, fee charged to client and everything else that comes in between is focused only on YOU – our client.
The Ambit Approach is articulated by our portfolio managers and sales team in a simple manner with complete and open access to all research, to all modules, and even entrée to our portfolio managers seamlessly.
Customer-centricity is in the very DNA of each of Ambit’s businesses.
It is not an act, it is a habit. Our customer-centric approach ensures that as an investor, you will have access to top management and our fund managers. This ensures that if you have any questions about the decision-making process or specific investments, they can be answered satisfactorily.
There are some universal facts. Equities are risky. Equities are volatile. Equities are unpredictable. Hence, generating incremental returns by increasing risk, increasing beta, or decreasing sharpe ratio can be lethal for the health of the portfolio. At Ambit Asset Management, with our deep-dive research, bottom-up stock-picking strategy and algorithmic cleanliness filters, we ensure, that our client's wealth is created with unwavering consistency, thereby following the Ambit Approach of Investing of de-risking equities.
Safety Liquidity Return thesis
High earnings growth companies with strong corporate governance
Proprietary research-backed framework
Disciplined and process-driven approach
Investment in high quality businesses
Long-term investments with low churn
Ambit Micro Marvels Portfolio
Our investment strategy centers on micro-cap companies within niche markets, emphasizing high earnings growth, low leverage, and strong corporate governance. We apply our proprietary 'Good' and 'Clean' framework and extensively utilize the Scuttlebutt approach to identify 25-30 stocks with the potential for superior risk-adjusted performance over an extended timeframe.
Ambit Coffee Can Portfolio
A portfolio of resilient companies that aims to deliver steady returns with minimal risk to create wealth over the long term
Ambit Good & Clean Midcap Portfolio
A portfolio of companies that have a proven track record of efficient capital allocation and high growth
Our aim is to create long-term wealth for our clients, while also preserving their capital. Towards this end, we look at a spectrum of industry categories and capitalize on opportunities by identifying and investing in high-quality businesses. Risk mitigation is done by ensuring that we are only investing in companies that set the highest benchmarks in accounting and corporate governance.
We at Ambit Asset management understand the need of our clients and provide a customised solution with a primary underlying principle of preservation of capital.
Ambit Micro Marvels Portfolio: Our investment strategy centers on micro-cap companies within niche markets, emphasizing high earnings growth, low leverage, and strong corporate governance. We apply our proprietary 'Good' and 'Clean' framework and extensively utilize the Scuttlebutt approach to identify 25-30 stocks with the potential for superior risk-adjusted performance over an extended timeframe.
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Our focus is to invest in companies in the market cap bucket of INR 500crs to INR 3500crs. In the market cap bucket, there are more than 640 companies to be invested. We further weed out by taking anti-consensus bets on companies that are Oligopolistic, having deep moats around brand, distribution, technology, and innovation in small addressable markets.
Moving further, we apply the Scuttlebutt Approach, extensively. We like getting out of the echo chambers. Meeting with the management, building relationships with channel partners (Employees / Customers / Competitors / Suppliers), and building relationships with unlisted companies which help us understand the opportunity in the sector alongside the strengths and weaknesses of our investee companies.
We further focus on historical and forward-looking estimates such as ‘ROE’, ‘Debt/Equity’, and ‘PEG’ ratios and endeavor to design the portfolio with a weighted average earnings growth close to 30%. The result is a concentrated portfolio of 25-30 stocks.
Ambit Coffee Can Portfolio:A portfolio of resilient companies that aims to deliver steady returns with minimal risk to create wealth over the long term.
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The Selection Process
We look for companies that have a consistent track record of growth and wealth creation for their stakeholders over long periods. A clean corporate governance track record and consistency is what brings a company into the Ambit of our coverage universe
Growth Investing
Coffee Can Portfolio is based on growth investing. Our mantra is that quality comes at a price and always pays in the long run. We believe that as long as earnings continue to grow, the stock price will follow, albeit in a non-linear fashion.
Consistent returns with minimal risk
Steadfastness is the key. We believe wealth creation is a marathon and not a sprint. Did you know a steady 26% return over 20 years makes your portfolio 100x?
Ambit Good & Clean Midcap Portfolio : A portfolio of companies that have a proven track record of efficient capital allocation and high growth.
GOOD AND CLEAN COMPANIES
Good denotes improvement of financial metrics over the last six years with efficient capital allocation. Clean reflects best in class corporate governance and financial statements reflecting the true and fair picture of the underlying business. The focus on “Good” helps generate the upside, while the focus on “Clean” minimizes the risk.
SUSTAINABLE WEALTH CREATION
The idea with Good and Clean fund is to identify, early in their growth cycles, market leaders in niche categories with immense potential for sustainable accretion to create significant wealth over the long term.
CONSISTENT GROWTH
The focus is to identify growth-oriented businesses with strong brand equity, management bandwidth and market leadership. The idea is to invest in businesses with sustainable earnings growth, which are available at reasonable valuations.
SUSHANT
BHANSALI
Chief Executive Officer
SIDDHARTHA
RASTOGI
COO & Head of Sales
BHARGAV
BUDDHADEV
Fund Manager - Equity
SIDDHARTH
BOTHRA
Fund Manager - Equity
TRILOK
AGARWAL
Fund Manager - Equity
DISCLAIMER
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By clicking this link, you confirm that you have read and agreed to the terms herein: Ambit Investment Advisors Private Ltd. (“AIA”) is a SEBI registered Portfolio Manager. As mandated by SEBI (Portfolio Managers) Regulations, 2020, AIA has appointed ICICI Bank as the professional Custodian for providing custody and fund accounting services.
This link connects you to ICICI Bank site (herein after referred as the “Third Party Link/ Website”). This Third Party Link is made available to you for your convenience to enable you to access your portfolio online. We would like to inform you that AIA is not responsible for the any other content or services offered on the Third Party Website.
AIA’s decision to link to a Third Party Website is not an endorsement of their content or services. AIA does not control this Third-Party Website and expressly disclaims any responsibility for any other content or any other products or services available on the Third Party Website apart from our PMS product. You should also refer to the terms of use, privacy policies and other rules posted on Third Party Website before you use them.
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