OHM Group

The firm believes research is the key to delivering optimum value to its clients. The PMS team predominantly invests in companies that tend to grow earnings at a fast pace and are reasonably priced. The team aims to generate alpha by active sector rotation through a top-down approach. The top-down approach is used to identify key macroeconomic and sectoral themes, which helps in identifying stocks that will benefit from the same. The endeavor is to select the best stock/s in a sector than to diversify into many stocks confined to sectors. The PMS team intends to reduce concentration risk through diversification at the stock and sector levels and seeks to invest in large cap companies with a proven track record, quality management and good growth potential.