QRC PMS - Long Term Opportunities

QRC PMS - Long Term Opportunities

EQUITY MULTI CAP
The important factor in a potential investment is that it is a Quality business – quality as understood by us to mean a business which consistently returns more than its cost of capital, has a healthy balance sheet, is run by an integral management team that has a track record of treating minority shareholders fairly and has grown and can continue to grow profitably at a faster rate than GDP for the foreseeable future.
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3Y annualised returns
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Benchmark returns (NIFTY 50 Total Return Index)
Launch date
25 Jan '18
Total AUM
₹45.97Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity92.1%
Cash7.9%
₹46Cr
Equity market cap split
Small Cap46.1%
Large Cap36.0%
Mid Cap10.0%
₹42Cr
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
3%
PMS management

SS
Saurabh Shroff
Co-founder at QRC
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About
Saurabh has thirteen years of experience in institutional equity sales, equity capital markets & corporate finance. Prior to co-founding QRC in 2017, Saurabh worked for 11 years with the Institutional Equity Sales team at DSP Merrill Lynch Limited and Merrill Lynch (Asia-Pacific) based in Mumbai and Hong Kong, respectively. There he advised a variety of global institutions on the Indian stock markets. He has also worked in the Equity Capital Markets & Corporate Finance teams of DSP Merrill Lynch Limited where he was involved with various international public equity transactions as well as advisory assignments. Before that, Saurabh was associated with HDFC Securities Limited where he was a research associate in the pharma sector team and analysed midcap stocks on his own. Saurabh has completed his Chartered Accountancy from ICAI and cleared Chartered Financial Analyst (CFA) Program from the CFA Institute, USA.
Experience
Over 13 years of experience in the financial services industry.
Investment philosophy
Specializes in institutional equity sales, equity capital markets, and corporate finance.
Previously worked at
  • DSP Merrill Lynch Limited
  • Merrill Lynch (Asia-Pacific)
  • HDFC Securities Limited
Awards
  • Advised global institutions on Indian stock markets and managed international public equity transactions. He is a qualified Chartered Accountant and CFA Charterholder.

AM
Ayaz Motiwala
Advisor, Amala Emerging Asia Fund
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About
Ayaz has twenty five years of experience in equity research and investment management across various funds in India and Asia. At present, he advises Amala Emerging Asia Fund (AEAF)  which is focused on investing in high quality growth companies across Asia. Prior to advising the fund, Ayaz was part of the investment team at Samena Capital, a special situations fund. He also worked at Highbridge Capital Management, Hong Kong as part of the multi-strategy investment team where he managed a fund that invested in India and Asean.  In 2004 Ayaz joined New Vernon Capital in Mumbai which was amongst the first foreign alternate funds to enter India at that time. Prior to this engagement, he worked for five years at Birla Sun Life Asset Management Company Limited managing a few mutual funds and has  also worked for Motilal Oswal Securities as the lead consumer analyst. Ayaz started his professional investing career in 1996 as an analyst with ASK Raymond James. He holds an MBA in Finance from the Institute for Technology & Management.
Experience
Over 25 years in equity research and investment management.
Investment philosophy
Equity research and investment management in high-quality growth companies across India and Asia.
Previously worked at
  • Samena Capital
  • Highbridge Capital Management
  • New Vernon Capital
  • Birla Sun Life Asset Management
Awards
  • Managed mutual funds at Birla Sun Life and a multi-strategy fund at Highbridge Capital. Was part of the investment team at New Vernon Capital, one of the first foreign alternate funds to enter India.
PMS house
QRC Investment Advisors LLP
QRC Investment Advisors LLP
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