TrustLine Holdings introduces “Intrinsic Series” (PMS), a discretionary portfolio management fund focused on capital preservation with market beating returns

Chennai, August 09, 2011: TrustLine, one of South India’s leading and differentiated PMS players founded on rigorous research and “Value Investing” approach, introduces a discretionary portfolio management fund - “Intrinsic Series” (PMS) fund with focus on capital preservation with market beating returns. Based on low portfolio turnover and high margin of safety, this fund is a long-term wealth-generation PMS fund with a timeline of over 3 years. The portfolio building methodology includes identifying and investing in listed companies with strong & rising cash-flows, buying undervalued stocks and selling over-valued ones irrespective of headline indices. The minimum entry level for this SEBI registered fund is `10 lakhs.

Talking about this fund, Arunagiri, CEO, TrustLine Holdings, said, “As the Indian market grows in sophistication , market space for unique value investment based PMS funds gain prominence as more and more high networth individuals starts discovering the advantages of research based stock picking & portfolio construction . We saw this early and our fund with its professional approach, transparency comes with an enviable track record of delivering compounded annualized returns of 18%+ over last 42 months (returns as on 30th June 2011) out-performing benchmark indices by hefty margin.”

Talking of one of the biggest differentiators behind the fund, he added, “In Value Investment, the key differentiation lies in the execution framework, not in any weird or esoteric technical skills. Our proven research framework and well-honed temperamental skills are the corner-stones of our execution platform that has enabled us to out-perform competition consistently over last many years. With our experience and understanding of equity as an asset class, our multi-stage research process generates potential long-term winners reliably.”

About TrustLine Holdings Pvt. Ltd.: Incepted in 2004 TrustLine Holdings is among South India’s leading and differentiated PMS player founded on rigorous research and “Value Investing” approach. The company treats financial research as its core activity and assiduously tracks in-depth 500+ businesses in the small and medium cap space on an ongoing basis and uses the wealth of information, insight and indicators mined to help make its decisions. The approach to stock selection is bottom-up, stock–specific from under-researched/under-discovered universe with huge emphasis on Intrinsic Value (free cash flow), Return on Equity (ROE) and Margin of Safety. The company has grown consistently since inception and today manages a portfolio worth `300 Mn which is expected to grow sharply over next two years. Over the years the company has built a very strong and reputed client base of 130+ senior management professionals of profile of CXOs and Presidents/VPs of globally admired organizations.
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TrustLine Holdings introduces “Intrinsic Series” (PMS), a discretionary portfolio management fund focused on capital preservation with market beating returns

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This release was published on openPR.