1 day ago
MOAMC Launches Quality Fund Built Around Sustainable Growth
Motilal Oswal Asset Management Company is introducing a new investment fund.
The fund will look for companies that can grow for a long time.
It will not consider growth alone enough.
The companies should also be financially strong and able to pay for their own expansion.
The fund will probably invest in about 20 to 25 companies.
Its investment method is called QGLP, which stands for Quality, Growth, Longevity and Price.
The fund may focus on areas such as defence, electronics, chemicals and digital businesses.
Managers may sell a stock if it becomes too expensive or if the original investment idea stops working.
The fund is intended to offer investors long-term growth with potentially lower volatility.
Motilal Oswal Asset Management Company’s Quality Fund New Fund Offer runs from August 28 to September 11.
CEO Prateek Agarwal says durable businesses must combine growth with strong quality and the ability to fund expansion internally.
MOAMC uses its QGLP framework: Quality, Growth, Longevity and Price.
The fund is expected to hold about 20-25 stocks, making it more concentrated than the firm’s other offerings.
Potential growth themes include defence manufacturing, electronics, chemicals, digital platforms, online brokerages and electric vehicles.
- Who
- Motilal Oswal Asset Management Company, led in this discussion by Managing Director and CEO Prateek Agarwal.
- What
- The company is launching the Motilal Oswal Quality Fund, based on a concentrated strategy for identifying sustainable growth businesses.
- Where
- When
- The New Fund Offer runs from August 28 to September 11.
- Why
- The fund seeks businesses with long-term growth potential, strong returns on capital and the ability to finance expansion internally.
Key facts
- Fund
- Motilal Oswal Quality Fund
- New Fund Offer
- August 28 to September 11
- Expected portfolio size
- Approximately 20-25 stocks
- Investment framework
- QGLP: Quality, Growth, Longevity and Price
- Key quality measures
- Return on Capital Employed and Return on Invested Capital
- Potential growth themes
- Defence manufacturing, electronics, chemicals, digital platforms, online brokerages and electric vehicles
Quotes
Prateek Agarwal
Managing Director and CEO of Motilal Oswal Asset Management Company
““Growth can be of two types. One is sustainable, the other is cancerous. Now cancerous growth kills,””
livemint.com
““Lower volatility… something that you will keep growing with for a long period of time.””
livemint.com
Sources
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