AMBIT CALIBER
PMS Portfolio

Ambit CALIBER Portfolio: A large and mid cap strategy with an objective to build a structural and diversified high growth portfolio with superior sectoral and stock fundamentals.

INVESTMENT PHILOSOPHY: Inspired by The CANSLIM Strategy and Tailored for the Indian Market

The CANSLIM Strategy: Based on an analysis of the 500 biggest stock market winners from 1953 to 1993. It was developed by William J. O’Neil and popularized by Investor’s Business Daily

CALIBER Thesis is tailored for the Indian Market. It is an acronym for “C - Cash”, “A - Accounting, “L - Leadership”, “I - Institutional Ownership”, “B - Barriers to Entry”, “E - Edge” and “R - Return on Capital”

Philosophy
INVESTMENT PROCESS - Portfolio Construction
process
PMS INVESTMENT TEAM

UMESH
GUPTA

Head, PMS & Portfolio Manager

ASHUTOSH
GARUD

Director, Co-Fund Manager

RACHANA
MAKHIJA

Senior Manager, Business Development & Products

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