As per SEBI Master Circular dated June 07, 2024, clients have an option to be on-boarded directly by the Portfolio Manager without intermediation of persons engaged in distribution services. For investing directly with us, contact us on investorrelations@fident.in. You may also refer to the disclosure document available on our website for further details.
Fident’s FAIR portfolio invests in companies of all sizes — large, mid and small-cap — across various sectors.
Using our GVA (Growth-Value-Adjusted Valuations) framework, it focuses on businesses with strong competitive advantages and trustworthy leadership.
By following a disciplined approach, FAIR aims to offer a balanced risk-reward profile and generate long-term wealth.
The FAIR portfolio focuses on taking advantage of India’s growing economy by investing in
companies with strong competitive advantages and sound management. The goal is to generate
long-term wealth for investors through careful stock selection.
The Portfolio Manager uses a strict stock filtration and selection process, primarily focusing on
companies with strong competitive advantages. This approach is paired with a focus on
businesses that have shown efficient capital allocation, and management which have successfully
navigated economic cycles, demonstrating a consistent commitment to treating minority
shareholders fairly.
FAIR is not restricted by specific industries or company sizes. The portfolio invests across sectors
and market capitalizations, focusing on businesses that align with Fident’s GEMS framework:
Growth Runaway,
Efficiency of Capital,
Management Competence; and
Sensible Valuations.
The portfolio is regularly reviewed for changes in company performance and valuations. Rebalancing
is done when needed to keep the portfolio on track for long-term returns, ensuring that the
companies still align with the investment strategy.