Agility Marathon
A portfolio with deep focus on businesses with high growth potential driven by innovation, sustainable business practices and thriving industry growth.
Lock In
None
Minimum Capital Commitment
25 Lacs
Suitable for investors with a medium to long-term horizon who can maintain contributions during market fluctuations.
Stock Screening
Perform a surface-level parametric check on potential stocks flagged by our research team or industry insights to reject businesses with red flags.
Forensic accounting
Conduct an in-depth review of financial records, aligning them with management commentary to understand the business and management’s perspective deeply.
Scuttlebutt Analysis
Engage in on-ground analysis by meeting promoters, visiting operations, and talking to stakeholders (vendors, suppliers, distributors) to gain a comprehensive understanding of the business.
Rationale building
Compile external data to form a rationale for investment decisions. Convert data into proprietary knowledge to decide on investment, entry strategy, portfolio allocation, and goals for the upcoming quarters.
Discover Agility Marathon
Deep dive into the broader level process of understanding the business
Stock level allocation
Allocate to securities incrementally to avoid anchoring the portfolio to a specific time and gradually build the desired position
Cap level Allocation
Maintain a cap-agnostic portfolio focused on sustainable growth. Typically, invest 70% in mid and small caps and 30% in large caps. Occasionally, hold 10-20% in cash to leverage special situations like buybacks and offers for sales.
Allocation Strategy
Building rationale of how much to allocate to an opportunity
Stock Level Allocation Cap
Limit allocation to 10% of the overall portfolio per security, with quarterly rebalancing to maintain this cap.
Industry Level Allocation Cap
Limit allocation to 25% of the overall portfolio per industry to mitigate the impact of industry-specific risks.
Risk Management Strategy
Parameters to keep the portfolio risk in check with our mandate
Texmaco Positioned for Rail Growth Surge
Texmaco Rail & Engineering, a leader in freight wagons, is set for significant growth due to benefits from Dedicated Freight Corridors (DFC) and government rail initiatives. With a strong order book, expansion into passenger wagons, and the demerger of its Rail EPC business, Texmaco is positioned to enhance profitability and margins.
Archean Expands Bromine, Enters Semiconductor Market
Archean, India's top bromine and industrial salt exporter, is diversifying into bromine derivatives via Acume Chemicals, expanding bromine capacity to 42,500 TPA. The company is boosting salt production with a new washery and entering semiconductor manufacturing through SiCSem. ACIL's acquisition of Oren Hydrocarbons enhances its drilling fluids portfolio.
Agile Perspective
Discover key insights and strategies behind top stock picks with our expert case studies, designed to empower your investment decisions.