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Green Lantern Alpha

Scheme Rating

IME Scheme Rating

4 of 5 stars

Can be considered for investment: Green Lantern Alpha is a concentrated Large & Mid-cap strategy, from a PMS team of senior experienced fund managers. While a relatively newer strategy, the performance has been strong and the team comes with a strong past pedigree. Green Lantern Alpha can be considered for investments.

IME Strategy Rating

4 of 5 stars

Concentrated Large & Midcap strategy: Green Lantern Alpha follows a concentrated Large & Mid-cap strategy. The strategy aims to invest in 20-25 companies, with a market cap split of 0-60% in large, 20-30% in mid, 0-30% in small. The strategy seeks to invest in a portfolio of market leaders with strong balance sheets, superior earnings growth and steady free cash flow generation.

PMS Scheme Ratings are driven by IME’s Proprietary Scheme Rating Methodology, which takes into account our ratings of the Scheme’s investment strategy, its maturity, the investment team, and our separate rating on the AMC that runs this particular scheme. Our views on each of these individual criteria are available via the IME RMS – which you can view by reaching out to one of our relationship managers (using either the live chat or book appointment feature on this site).

IME View on Green Lantern Alpha

Type: | | AUM (48.3 cr) | Inc Date (13 Feb 2020)

Investment Philosophy

Green Lantern Alpha is a large and mid-cap strategy that aims to invest in market leaders with strong balance sheets, strong earnings growth, and steady free cash flows.

The portfolio is structured to have 0-60% in large-caps, 20-30% in mid-caps and up to 30% in small caps. The strategy follows a concentrated approach with 20-25 stocks in the portfolio.

INVESTMENT FRAMEWORK

  • Quality Companies in Growth Markets: aims to identify strong franchises (industry leaders and strong ROEs), managed by ethical managers operating in large markets.
  • Flexible Approach: combine top-down and bottom-up approaches and occasionally capitalise on tactical opportunities.
  • Principles: focus on absolute return and identify asymmetric risk-return opportunities with a disciplined approach to selling.
  • Risk Conscious: The fund highlights its conscious approach towards valuation risk, earning risk, balance sheet risk and over-ownership risk

Trailing Performance

1yr 3yr 5yr Since Inception
Green Lantern Alpha 73.9 38.2 42.8
S&P BSE 500 TRI 41.1 18.9 22.3
Alpha over Broad Mkt BM 32.8 19.3 20.5
Nifty 500 40.2 17.7
Alpha over Category BM 33.7 20.5

Performance as of: 31-Aug-24 | Inception Date: 13-Feb-20

Fund Managers

Abhishek Bharadwaj | 4-star rated FM

Managing Partner | 22 yrs Experience | 8 yrs at current firm

Past Experience: FM (Star Union Life, ProAlpha, Heritage Investments, Reliance PMS)

Chartered Accountant 19 years of equity market experience Worked with institutions like Care Ratings, Reliance MF, Monsoon Capital, Heritage Capital Last assignment as Head Equity at Star Union Daiichi Life Insurance, managing US 300 mn AUM. Abhishek has exposure to International best practices in Fund Management The Heritage Fund was nominated among the top 5 Hedge funds in India in 2010 by Eureka Hedge.

Nilesh Doshi | 4-star rated FM

CEO & Managing Partner | 36 yrs Experience | 8 yrs at current firm

Past Experience: Way2Wealth (President), Edelweiss (Associate Director)

With over 30+ years of inudstry and equity market experience, Nilesh Doshi is the CEO and Managing Partner at Green Lantern Capital. He has time and again proved to be an eminent expert with a distinguished track record for making accurate predictions, with his calls generating 5 -10x returns.

Fee Structure

Fee StructureFee
Fixed Fee Structure
Variable Fee Structures1.5%+12% above 10% hurdle
Exit Fees1yr (3%), 2yr (2%)

AMC

AMC: Green Lantern PMS (click link for detailed AMC review)

Niche AMC with a strong investment team: Green Lantern does have an impressive investment team, have a clearly defined investment philosophy & process and have managed to deliver well in terms of performance in their early years. While still a relatively young AMC (established in 2018), there are emerging as an interesting boutique investment option in the PMS space.

AMC Rating

4 of 5 stars

AMC Pedigree

4 of 5 stars

AMC Size

3 of 5 stars

Team Pedigree

5 of 5 stars

Inv Philosophy

4 of 5 stars

Performance

5 of 5 stars

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Note: PMS AMC & Scheme Reviews and Ratings are based on IME Capital’s Proprietary Review and Rating Methodology (read more here: AMC Rating & Scheme Ratings). These reflect the unbiased views of our central research team, based on our assessment of the investment value of these PMS/AIF strategies for our investors. We follow a highly stringent rating-criteria, where approximately 50% of PMS AMC’s & strategies would be rated 2-star or below (this is not meant to indicate that these funds are not investment-worthy, but that they do not currently fulfill the requirements we focus on for recommending funds to our investors — based on our internal views on the merit of the AMC/strategy relative to peers). Reviews & Ratings are primarily based on research of publicly available information (SEBI disclosures, PMS websites, PMS-aggregation platforms, webinar recording, media interviews etc.) and no explicit consent is required from AMCs for the same. While we endeavour to do further due-diligence via direct interactions with the investment teams of AMCs, this is typically restricted to AMC’s that meet our foundational fund selection criteria (reviews on lower-rated AMCs are often based solely on publicly available information). The views reflected in our Reviews & Ratings, are our independent views and may not be shared by the AMC’s and the investment teams. Please read detailed disclaimer for more.

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