MAVIRA AMC

Mavira Growth Opportunities Fund

Mavira Growth Opportunities Fund

About Mavira Growth Opportunities Fund:

INVESTMENT PHILOSOPHY:

We believe in wealth creation through high growth businesses in a robust, well-researched, and data-driven concentrated strategy. Ours is a small cap, micro cap focused sector agnostic portfolio with utmost importance given to capital protection.

RESEARCH PROCESS:

Rigorous philosophy screening: Investing only in companies that fit our investment philosophy.

Opportunity identification: Understanding the operational risks like the sectoral changes, leadership positioning and environment.

Risk assessment: Identifying opportunity cost and risk reward.

Financial analysis & modelling and Scuttlebutt analysis.

OUR FOCUS IS:

To create an actively managed portfolio capable of generating alpha through a precise blend of short-term triggers with growth potential.

To be vigilant of the opportunity cost of the investment to gain maximum advantage.

To develop a well-diversified small cap and micro-cap, sector agnostic focused portfolio of securities across listed and unlisted space.

RISK:

Risk equates to what Ben Graham called a “permanent loss of capital.”

The inherent risks in investing in small caps, micro caps or SME companies are:

  • Liquidity risk: The liquidity risk in small cap companies is the potential difficulty that the fund may face either liquidating the scrip due to low trading volumes or wider bid-ask spread or negative market sentiments.
  • The liquidity risk in terms of unlisted companies:

The unlisted shares of companies are not listed on any stock exchange thus they have risks like delay in the stock becoming publicly traded on exchanges, limited market, wider bid-ask spreads, lack of regulation and oversight, challenges on valuation, inadequate buyers or sellers etc.

Hedging Risk:

As a Category-III Alternative Investment Fund, Hedging is allowed but since majority of the underlying assets are small and microcap companies, which cannot be accurately hedged thus, the entire portfolio shall remain unhedged from any global or domestic events.

The investments in AIF is prone to macro-risks like Economic Risks, Political Risks, social risks and technological risks