Portfolio
Management
Services (PMS)
Abakkus Asset Manager LLP offers discretionary Portfolio Management Services (PMS) which caters to the niche investors who can be individuals or institutions with high net worth. Investments are predominantly listed in Indian equities. Cumulatively, we manage over INR 13,500 crs (~USD 1.62 bn) of assets under this platform.
Abakkus All Cap Approach PMS is a benchmark agnostic diversified all-cap portfolio. The portfolio follows fundamental based ideas picked via a bottom-up approach. Large cap allocation is based on top-down sector view with focus on stability. Also, exposure to broader market companies with sustainable business and high ROEs for alpha generation. Thus, the portfolio endeavors to generate alpha and wealth creation by buying with typically 3-5 years holding period and adhering to our “MEETS” Framework. The fund inception date is October 29, 2020
Abakkus Emerging Opportunities Approach PMS is benchmark agnostic diversified portfolio with bias towards mid and small cap. The fund has 15:15:15 discipline to invest in companies that qualify in at least 2 criteria out of 3. The portfolio follows fundamental based ideas picked via a bottom-up approach. Typically, we pursue 2nd or 3rd player within the sector but at significant discount to the leader. Thus, the portfolio endeavors to generate alpha and wealth creation by buying with typically 3-5 years holding period and adhering to our “MEETS” Framework. The inception date is August 26, 2020.
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CIN: AAM-2364 | PMS SEBI Reg. No.: INP000006457 | RIA SEBI Reg. No.: INA000015729 |
Category III AIF SEBI Reg. No.: IN/AIF3/18-19/0550
Category II AIF SEBI Reg. No.: IN/AIF2/21-22/0980 | Category I AIF SEBI Reg. No.: IN/AIF1/21-22/0976 | Category III AIF (Open Ended) SEBI Reg. No.: IN/AIF3/23-24/1326 | Registered FME (Non-Retail) IFSCA Reg. No.: IFSCA/FME/II/2022-23/041
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