Renaissance India Next portfolio follows a Flexi Cap oriented strategy, investing in companies across market capitalizations, ensuring a true to label approach.
The portfolio focuses on high quality, high growth companies that are reasonably valued, aiming to deliver superior risk adjusted returns with moderate volatility.
With a diversified and unbiased approach, the portfolio is constructed on a bottoms up basis, incorporating the best investment ideas to create a high quality focused portfolio of 20-25 stocks.
Mr.Pankaj Murarka
Pankaj has over 26 years of experience in Indian Equities with an excellent
performance track record. He has worked with Motilal Oswal, Rare
Enterprise (largest Principal Investor in India), Merrill Lynch, Axis AMC &
UTI AMC.
His last stint was with Axis AMC as CIO - Equities managing and overseeing
equity AUM of $ 5bn. Axis AMC emerged as the fastest growing Asset
Management Company in India during 5 years from 2011-2016.
Pankaj has managed funds across Large Cap/ Mid Cap/ Small Cap with
stellar track record of performance across funds.
Pankaj is a rank holder Chartered Accountant from ICAI with all India
merit.
Pankaj is an avid marathoner and has completed 12 half marathons and 2
ultra-half marathons / endurathon.