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INVESTMENT APPROACH
GUARDIAN PMS IS A MULTI-CAP LONG TERM FOCUSED FUND WHICH IS HIGHLY CONCENTRATED
GUARDIAN CAPITAL BELIEVES THE FOUR FILTER APPROACH FOCUSES ON REDUCING THE CLIENT’S RISK OF LOSING MONEY AND IN TURN HELPS THE CLIENT OUTPERFORM THE MARKET
STOCKS
CONSOLIDATED PORTFOLIO OF 10-12 COMPANIES
1
FILTER 1: INVESTING IN BUSINESS WHERE WE BELIEVE
The unknowns are manageable.
The industry is stable and profitable.
2
FILTER 2: COMPANIES THAT ARE TRADING AT REASONABLE PRICE
3
FILTER 3: COMPANIES THAT HAVE A SUSTAINABLE COMPETITIVE ADVANTAGE
4
FILTER 4: COMPETENCY OF THE MANAGEMENT IN ALLOCATION OF CASH
FOLLOWING IS THE PERFORMANCE OF GUARDIAN VS BSE 500
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