MONEYGROW SMALL MIDCAP
121.47 CR AUM
MONEYGROW SMALL MIDCAP
121.47 CR AUM

viraj mahadevia
Purpose
MoneyGrow Small Midcap strategy focuses on identifying scalable companies with strong structural growth potential and competitive advantages through detailed bottom up research and industry analysis. The investment framework evaluates four key pillars including industry potential, business quality, governance standards and valuation discipline. The strategy prefers companies operating in industries with large growth opportunity, pricing power and favourable competitive landscape while avoiding sectors exposed to heavy regulation, intense competition or short growth cycles. Stock selection emphasises businesses with strong competitive advantages, high return on capital employed, strong cash flow generation and moderate to low debt levels while avoiding companies with weak cash flows. Governance analysis focuses on managements with clear strategy, transparent practices and prudent capital allocation aligned with minority shareholder interest. The portfolio construction aims to capture emerging opportunities including sunrise sectors such as green energy, recycling and companies benefiting from supply chain diversification and infrastructure expansion. The strategy attempts to identify businesses at relatively early stages of their growth cycle and hold them through the earnings compounding phase where EPS growth and valuation rerating can generate significant wealth creation. Portfolio allocation is highly concentrated in smaller companies with the majority invested in small cap businesses with selective exposure to mid cap opportunities. Sector agnostic and combination of small cap and mid cap.
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