ICICI Prudential PMS ACE Strategy
1,335.40 CR AUM
ICICI Prudential PMS ACE Strategy
1,335.40 CR AUM

geetika gupta

nimesh shah
Purpose
ICICI Prudential PMS ACE Strategy aims to achieve long term capital appreciation by gaining exposure to a diversified portfolio of equity and equity related securities focused on non zero sum and under penetrated themes in India. The strategy follows a fundamental bottom up research driven approach that seeks to identify companies with meaningful earnings growth and sustainable competitive advantage. Stock selection is based on a Business Management Valuation framework which evaluates quality of business, competent management and reasonable valuation to identify prominent businesses with strong fundamentals. The strategy emphasizes companies with improving return on equity, healthy balance sheets, strong cash flows, prudent capital allocation and scalable business models capable of delivering revenue growth higher than industry growth. Portfolio construction follows a filtration process beginning with a broad listed universe which is progressively narrowed through in house screening, active research coverage and strategy level filters to create a concentrated portfolio of approximately 25 to 40 companies. Investments are made across emerging structural opportunities such as new age businesses, market share gainers and sectors benefiting from changes in consumption patterns, urbanisation and increasing disposable income. The strategy invests in listed companies across market capitalisation and maintains a concentrated core portfolio aligned to structural growth themes. Sector agnostic and market cap agnostic
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