Investments backed by strong research with a track record of ~12 years across our key flagship strategies – SISOP, S.E.L.F., Voyager.
Disciplined stock picking approach using our 3Q filters – Quality of Business, Quality of Management and Quality of Financials.
Significant exposure to mid and small caps resulting in a higher risk-reward. The portfolio has outperformed the benchmark ~99% of the times on a 5Y rolling basis. The performance of the portfolio in the down markets is sufficiently captured by the down capture of 67.0. Over the last 12 years, Sundaram Alternates’ S.E.L.F. has remained resilient across multiple market cycles by sticking to our core investment thesis.