Stalwart Value

Skin-in-the-game

Only one strategy, Wealth Guardian, which operates as a multi-cap strategy
Firm's founders have invested Rs 10 Cr in the same strategy
SEBI PMS Registration No. INP000007757

PMS

Overview

About Stalwart Value

Firm's founders have invested considerable capital (Rs 10 Cr) in the same strategy ensuring skin-in-the-game while the fee is structured in a way that the firm earns only after its clients have earned, ensuring alignment of interests. Stalwart has only one strategy which invests in attractive opportunities available across the spectrum balancing risk-reward, while the team's own capital is also invested in the same strategy ensuring skin-in-the-game.

Investment philosophy

The firm deploys the investor's initial capital as well as all increments (SIP) only when its preferred stocks are in the buy zone as entry valuations matter a lot. This is starkly different from Model Portfolio or buy-at-any-price (BAAP) approach followed by many PMS. The firm only buys stocks which are in the buy-zone (calculated conservatively by the firm) and keeps the rest in liquid funds waiting for right opportunities. Further, the firm doesn't invest in net-negative-for-society businesses like Alcohol, Tobacco and Gambling. The firm deserves to earn only once its partners have earned. The fixed fee is kept at a nominal 0.50% of funds per annum, just to cover the account management costs. Only when annual returns are above the hurdle rate of 7%, a performance fee of 20% on excess returns (above 7%) would accrue. The churning is limited (<20%).

PMS strategies1

Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.

Strategy

AUM (₹ Cr)

Wealth Guardian Fund

Team3

Jatin Khemani, CFA

Managing Partner & CIO

CFA

Jatin is the Founder, Managing Partner & Chief Investment Officer, with extensive experience in investment analysis and portfolio management. He leads research and investment strategy at Stalwart Investment Advisors LLP. :contentReference[oaicite:2]{index=2}

Manish Chopra, CFA

Head of research & Partner

CFA

Hemant Khemani

Chief technical officer

Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.

Stalwart Value

Overview

About Stalwart Value

Investment philosophy

PMS strategies1

Team3

Live

Funds

Community

Company