1) Super stoked to go live with my fund, RH #Perennial Fund tomorrow at the beginning of the new financial year. It is inspired by the vision to protect the purchasing power of savers irreplaceable capital, & to increase such value over time in real terms with minimum volatility
Join @tarundua81 Founder & MD, E2E Networks Limited, as he speaks on 'Enabling Seamless AI Adoption in BFSI with High-Performance Computing' at the '#AI in #Finance 2.0 - From Coding to Capitalism' conference. The session will be moderated by @jain_satwik_ https://t.co/P1SOl6lbmX
𝐂𝐫𝐚𝐜𝐤𝐢𝐧𝐠 𝐭𝐡𝐞 10𝐱 𝐂𝐨𝐝e!
Be a part of the conversation at PMS AIF WORLD's 𝐂𝐫𝐲𝐬𝐭𝐚𝐥 𝐆𝐚𝐳𝐢𝐧𝐠 6.0 and gain insights from industry's best!
Get 50% OFF with the code PMSAIFWORLD50
𝐑𝐄𝐆𝐈𝐒𝐓𝐄𝐑: https://t.co/uiA7kOTCTq
Proud to share that RH Perennial Fund has been featured among top performing portfolios by @PmsBazaar highlighting our commitment to delivering consistent risk adjusted returns through focus on clean accounting, focus on high growth scalable opportunities
In November's volatile market, 𝐓𝐡𝐞𝐦𝐚𝐭𝐢𝐜 𝐏𝐌𝐒𝐞𝐬 𝐨𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐞𝐝 𝐛𝐞𝐧𝐜𝐡𝐦𝐚𝐫𝐤 𝐢𝐧𝐝𝐢𝐜𝐞𝐬, with an average return of 1.82% compared to NIFTY 50 TRI's -0.26% and BSE 500 TRI's 0.06%.
Reflecting on this trend, the top 10 PMSes for November feature 3 Thematic Funds.
𝐇𝐞𝐫𝐞 𝐚𝐫𝐞 𝐭𝐡𝐞 𝐭𝐨𝐩 10 𝐏𝐌𝐒𝐞𝐬 𝐟𝐨𝐫 𝐍𝐨𝐯𝐞𝐦𝐛𝐞𝐫 2024 ↓
Stay tuned for our detailed performance report, presenting a category-wise performance analysis for November 2024.
#portfoliomanagement #alternativeinvestment #november #top10pms #pmsbazaar
🌟 https://t.co/FL8IclI3Px Bharat Breakout Fund is excited to share its Nov24 Factsheet! 🌟
+47% returns in 8 months, compared to 9-13% for indices with ~40% lower volatility than the market
💡 Focus: debt-free hyperscalers with Clean accounting
in our 30-30-30 framework
Glad to share by god's grace and elders blessings https://t.co/FL8IclI3Px Breakout AIF has been ranked no 1 as per @moneycontrolcom & @PmsBazaar. We continue to focus on debt free hyperscalers across consumer, healthcare, tech sectors growing at 3-4x GDP https://t.co/Tjh7nJOcPu
Thrilled to announce https://t.co/xAsWobwhVr Breakout Fund has once again been ranked #1 by @moneycontrolcom & @PmsBazaar following top position in August currently ranked #1 on 1/3/6 month performance metrics with beta of 0.5
https://t.co/qoeEnPpG3y
It was a pleasure sharing my views with members of the @CFASocietyIndia along with Ankit Pande, senior fund manager @quantmutual who we could learn a lot from given his very unique insights.
Thank you Shamit Choksi and Jugal Harpalani for the invite
61) https://t.co/gtIYp72JhX Extremely elated & happy to share that our listed pms has been ranked among top 10 by @moneycontrolcom and pms bazaar. We continue to focus on identifying debt free hyperscalers where longevity of growth is not factored in
1) Super stoked to go live with my fund, RH #Perennial Fund tomorrow at the beginning of the new financial year. It is inspired by the vision to protect the purchasing power of savers irreplaceable capital, & to increase such value over time in real terms with minimum volatility
That there is optimism in the air is undeniable, whether it’s Euphoria is debatable.
That there are fun and games in SME is undeniable, doesn’t make every SME a fly by night operator.
That making money in questionable companies has been easy is undeniable, that leading to market wide capital destruction is debatable.
That people are extrapolating good times into the future is undeniable, that leading to a market crash is debatable.
People warning retail investors against committing hara kiri are well meaning people but that retail will listen to them is debatable.
Nothing ever changes in the market, nothing ever will.
It’s for each individual to determine their risk appetite and actions and be ready to face the consequences.
#Caveatemptor and also the flip side of it. Seller beware. Both apply equally. #markets
Amazing meeting the "Pipe King of Bharat"- Sandeep Engineer , founder of #Astral who pioneered PVC pipes in Bharat scaling revenues from 15 cr to 5000 cr in 25 yrs and multiplying shareholders wealth almost 400x.
Had written about his journey at https://t.co/6TEZrG73so
What a glorious day to be alive. A civilisational awakening is happening. We are waking up to our glorious past as the most prosperous land in the world not inferior in resources and ability to anyone. The Indian renaissance is underway.
#JaiShriRam
Have got worries from clients on allocation to large/ mid/ small/ micro caps and large caps being safer
Ultimately entry valuations, owners earnings growth, quality of it & predictability matters.
Rest markets are there to take care of
Case in point #LTIMindtree, #HDFCBank
If you have to panic , panic fast.
No point being a hero.
When corporate governance issues come in growth stocks, takes years to recover and make decent IRRs and valuations never get premiums.
Best to exit and look at other opportunities.
My 2 cents 🙏
Generating 50%+ gross returns for our fund, scaling https://t.co/xAsWobwPKZ revenues 400%, understanding new sectors , reading 20 new books, first year of married life, CY 23 has been good
Next destination- identifying great businesses for our Cat 3 AIF
New year greetings to all