Equity Growth Scheme
The Scheme aims to make direct investments in the Indian Public equities to generate outsized returns through a buy and hold strategy
Objective
Investment Framework
Pricing
Objective
Asset Class Focus: Primarily invest in mid and small cap stocks
Investment Horizon: 5+ years
Investment Style: Concentrated portfolio, diversified across sectors with growth and execution focused management acquired at reasonable valuations following the BMV framework
Investment Framework
We at Latent Advisors, look at investing in opportunities which have a long growth runway ahead of them and are run by well run managements. A quick snapshot of our 360 degree methodology is presented below
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Pricing
- Fixed Fee: 0.5 – 1%
- Performance Fee: 20% profit share over 7% hurdle with high watermark
- Exit Load:
- Within 1 year: 3%
- Within 2 year: 2%
- Within 3 year: 1%
- Beyond 3 year: NO exit load
NOTE:
- Fixed fee is charged on a quarterly basis
- Performance fee is charged on an annual basis on 31st March of every year