Investment Philosopy – Fident Asset Management

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.

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.

Investment Philosophy

Our focus is on identifying companies that demonstrate strong fundamentals, ethical leadership and sustainable competitive advantages – at a reasonable valuation.

We Aim to deliver consistent long term wealth creation for investors by balancing these four pillars.

Capital Effeciency

Strong moat/ competitive advantages. Leading to higher ROCE/ROE.

Management Competence

Focus on integrity and capabilities. Track record of minority shareholder treatment.

Long Growth Runway

Sectors with high growth potential. Growth translating to earnings and cash flows.

Valuation Comfort

Favourable risk reward. Reasonable valuations based on long term averages & growth adjusted basis.

GVA Framework

GVA provides a straightforward approach to identify investment opportunities in both growth and value stocks at appropriate valuations.

Investment Process

A Structured Approach to Stock Selection

Qualitative Checks

A holistic qualitative evaluation

Portfolio Construction & Monitoring

Prioritizing effective risk management at all stages of investment

SEBI Registration details
Registration Number for P.M.S. INP000008482

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“The biggest risk of all, is not taking one.”- Mellody Hobson

Copyright 2024 Fident Asset Management. All rights reserved.

Copyright 2024 Fident Asset Management. All rights reserved.