Investment Philosophy
Piper Serica Leader Portfolio Strategy identifies Fast-Growing Sectors benefiting from changing demographic profiles and consumption patterns. The aim is to invest in Leaders in these sectors who can compound earnings for a very long period with very little business volatility. The investment strategy is clearly defined and also adhered to in practice.
Trailing Performance
| 1yr | 3yr | 5yr | Since Inception | |
|---|---|---|---|---|
| Piper Serica Leader | 2.1 | 11.3 | 15.1 | 16.4 |
| S&P BSE 500 | 8.4 | 12.7 | 16.8 | 14.5 |
| Alpha over Broad Mkt BM | -6.3 | -1.4 | -1.7 | 1.9 |
| S&P BSE 500 | 8.4 | 12.7 | 16.8 | |
| Alpha over Category BM | -6.3 | -1.4 | -1.7 |
Performance as of: 31-Jan-25 | Inception Date: 26-Jun-19
Fund Managers
Abhay Agarwal | 4-star rated FM
MD & CIO | 31 yrs Experience | 22 yrs at current firm
Past Experience: Director (JP Morgan Partners, Singapore), AVP (Citibank India)
Abhay Agarwal is an experienced CIO (with past experience as Director at JP Morgan PE Asia), as seen with his long-standing association with Piper Serica Advisors. His experience across market cycles is valuable to Piper Serica’s top-down approach to investing in their strategies.
Fee Structure
| Fee Structure | Fee |
|---|---|
| Fixed Fee Structure | 2 |
| Variable Fee Structures | |
| Exit Fees |
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