OVERVIEW
WONDER COMPANIES FUND

INVESTMENT STRATEGY

  • Portfolio is designed for  Investors seeking a secularly advantaged, concentrated, high-alpha approach to growth.
  • Wonder Companies Portfolio typically invests across cap curves targeting companies those exhibit secular growth characteristics, sustainable competitive advantages and reasonable valuations based on our analysis of fair value.


CRITERIA FOR STOCK SELECTION

QUANTITATIVE FACTORS

Companies who can convert their current market capitalization into profit in next 10 years.
  • This will ensure that we will pay right price for the company while entry and also get right price while exit.
  • This will also help us to identify multi-bagger in the process.
  • Most of the businesses in this space will be sustainable business model with strong fundamentals.
  • This will help us to focus on long term wealth creation and growth orientation.

QUALITATIVE FACTORS
  • Identifying managements that have generally kept in mind and have acted in the interest of minority shareholders, do not frequent capital markets (for raising funds), have been rational in their decisions
  • Strong brands and strong market position: Brand pull will enable companies to pass on higher raw material costs to consumers.  Brand pull will also ensure that consumers continue to purchase the products with their reduced purchasing power in a high inflationary environment
  • Intellectual Property : Companies who have been able to build intellectual capabilities by having constant focus on research & Innovation
Wealth Architecture - Jain Investment Advisors Pvt. Ltd.

04

Location India, Dubai, Canada, Singapore

08

strong registered funds

45

registered advisors

100+

HNI Investors

281

asset under management