Sixteen02 Global Equities UCITS Fund
Sixteen02 Global Equities UCITS Fund looks at investing in companies that can compound capital over 3-5 years. The Fund believes that very few asset classes have the superior reinvestment and compounding capability that equities offer. This along with their unique upside /downside character make it a very attractive asset class to devote time and energy on. To achieve this, the Investment Manager firstly adopts a set criteria to screen potential securities from the universe of all publicly listed companies. These quantitative criteria have been developed by the Investment Manager through an extensive period of investing in the markets and the screening process focuses on:
- Proven revenue growth and potential to grow ahead of the market
- Stable/growing profit margin
- Strong balance sheet
- Focus on “Return on Equity” (a measure of the profitability of a business in relation to shareholder’s equity)
Secondly, a qualitative review is undertaken by the Investment Manager of the respective companies’ business plans which further aids the choice of certain stocks over others. Finally, based on the information gleaned from stages one and two the Investment Manager models the projected returns of selected companies and constitutes a portfolio of between 18-30 companies which represent the Investment Manager’s “highest conviction” stock.
Sixteen02 Global Equities UCITS Fund
Chandan Khanna is the Portfolio Manager of Sixteen02 Global Equities UCITS Fund and has over 15 years of experience in the industry. He helped run a similar strategy at Rezayat Investments, a family investment holding company with a long-term investment horizon. Prior to that he was Vice President at Capital Group (a US $1.5trillion long only US mutual fund group). He also has worked at Morgan Stanley and KPMG. He holds an MBA from INSEAD and is a qualified Chartered Accountant.
Parthipan serves as a Senior Investment Analyst at Sixteen02 Global Equities UCITS Fund and has over 12 years of industry experience. Working with Chandan Khanna, he helped in the execution of the investment strategy at Rezayat Investments. Prior to that he worked as an equity analyst at Makor Securities, Independent Global Research, and Moody’s Analytics (formerly Amba Research) and started his career at KPMG. He holds MBA from CASS Business School and completed the CFA programme.
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Sixteen02 Global Equities UCITS Fund
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