Green Lantern Growth
Green Lantern PMS | Equity | | PMSIME's View on Green Lantern Growth
Strategy
Investment Fund
Green Lantern Growth is a concentrated Mid & Small-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.
Fund's Strategy View
Green Lantern growth is a concentrated Mid & Small-cap strategy. The strategy seeks to invest in 20-25 companies, with a Mid & Small Cap focus (75-100% of portfolio). The strategy seeks to invest in a portfolio of market leaders with strong balance sheets, superior earnings growth and steady free cash flow generation. Given the circumstances, the strategy can take aggresive cash calls.
Fund Performance
The fund has outperformed peers & is amongst the top performing schemes in this category in the last 5 year trailing returns. In terms of longer-term annual performance, performance has been consistent, with the fund having outperformed it's benchmark in over 60% of annual calendar years.
IME's View on Green Lantern PMS
View on AMC
Green Lantern has a strong investment team, defined philosophy and process, and has shown good performance since its establishment in 2018, making it a notable boutique investment option in the PMS space.
AMC's Pedigree
Green Lantern is a credible PMS firm with a senior investments team of 4 seasoned professionals, a clearly defined investment philosophy, and strong outperformance in its early years despite being relatively young.
AMC Team
Green Lantern PMS's core fund management team is comprised of highly seasoned investment professionals, including 4 senior investment professionals with over 80 years of collective financial experience. This provides the company with a significant advantage in the industry.
Investment Philosophy
Green Lantern invests in high-quality companies with strong franchises, good management quality, high ROEs, industry leadership, and strong competitive characteristics in growing markets with large opportunities and a clear hunger for growth.
Investment Philosophy
Green Lantern Growth is a mid and small-cap strategy that aims to invest in market leaders that have the potential to generate healthy ROEs and have a high margin of safety in their valuations.
The portfolio is structured to have 75-100% in mid and small caps and up to 25% in large 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 Growth | -2.3 | 40.3 | 50 | 23.7 |
| S&P BSE 500 | -6.6 | 14.7 | 19.2 | 13.7 |
| Alpha over Broad Mkt BM | 4.3 | 25.6 | 30.8 | 10 |
| Nifty Midcap 150 | -5.7 | 21.8 | 26.6 | |
| Alpha over Category BM | 3.4 | 18.5 | 23.4 |
Performance as of: 30-Sep-25 | Inception Date: 08-Dec-17 | Performance are post-fees, pre-taxes. Global funds denominated in USD or fund currency.
Investment team
Abhishek Bharadwaj | 3-star rated FM
Managing Partner | 23 yrs Experience | 9 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 | 37 yrs Experience | 9 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.
Pradeep Gokhale | 4-star rated FM
Partner | 36 yrs Experience | 2 yrs at current firm
Past Experience: Tata MF (Sr. FM), ITI MF (Head Equity)
Pradeep Gokhale brings over years of experience to the Green Lantern's team. He had stints with Tata MF (Sr. FM) for 16 years and ITI MF (Head Equity) 4 years. He is a CA and CFA Charterholder.
Nitin Pandey | 4-star rated FM
Fund Manager | 23 yrs Experience | 6 yrs at current firm
Past Experience: Reliance Capital AMC, Edelweiss Financial, EQ Capital, Multi Gamily Investment Office, Capri Global Capital
Nitin Pandey has over 20+ years of equity market experience, working with institutions like Reliance Capital AMC and Edelweiss Financial in research & Portfolio management. His last assignment has been as an Investment Manager at Miras Investments (USD2Bn global family office based out of Oman) which has given him the opportunity to understand markets and investments on a global scale.
