AMC View

**Important Disclaimer:** This is a review of our own firm, so it clearly comes with a strong bias - please do take that into account while reading our views. With that said, IME PMS has been set up with an aim to (a) offer investors high-quality and differentiated investment strategies (b) build in best-in-class research processes to ensure a higher quality of management. While we are still young & small (size partly driven by not having any external distributors to date) we believe that the differentiation of our strategies, the pedigree of our founder and the robustness of our research processes makes us worth a consideration.

AMC Pedigree

IME PMS is yet a young firm and is still in the process of scaling, but it benefits from a highly experienced founder CIO, clearly differentiated strategies and very robust investment processes.

Team Pedigree

Ashi, the founder, comes with a strong 20+ year investment track record in some of India's largest AMC's, including ICICI Pru & Kotak. Over his career, Ashi has been able to demonstrate strong outperformance to the markets across a wide range of investment strategies & market conditions.

Investment Philosophy

IME's Twin-Engine investment framework focuses on the 2 primary drivers of value creation - Earnings Growth & Valuation Multiples. The research focus is on a detailed & a quantiative assessment of how earnings & multiples are likely to change over time, providing a strong quantiative rigour & discipline to stock selection.