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September 1, 2022 2022-09-24 10:40home3

Valuations: don’t matter; just buy ‘Quality'.
Other factors: Dramatic drop in new offerings; Herd mentality in behaviour; Management throws in the proverbial towe;


Other factors - Dramatic increase in stock market interest; Justification moves relative; Alpha generation becomes too easy.



Why Buoyant?
KEY REASONS
Buoyant Features
Framework
Aggressive / Defensive,
Cross cycle investing
8% Of AUM
Skin in the game
Corporate/directors’ investment
Corporate/directors’ investment
Top-3 PMS
Multi-cap
Aggregator data
Aggregator data
Senior Team
Thorough Research
Capital Mindset
Capital Mindset
CAGR
Since inception
CAGR is 20.7%
CAGR is 20.7%
Execution
No model portfolio
Managed account,
Unique operations
Managed account,
Unique operations
SENIORITY MATTERS
Experienced Team
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Qualification - B.com, ACA, CFA
Last employment - Director of Research, HSBC
Previous employment - Kotak Goldman Sachs, Prabhudas Lilladher

Qualification - B.com, ACA, CWA
Last employment - Analyst, Reliance Mutual Fund
Previous employment - Edelweiss Financial, Enam Hdgs

Qualification - B.Com, ACA, IIM-A
Last employment - CIO, Essel Mutual Fund
Previous employment - Reliance Nippon Life Insurance, TCS

Qualification B. Tech, PGDM
Last employment - Hd - Equity & Strategic Mktg, HDFC Securities
Previous employment Edelweiss, BRICS Sec




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