Maximal Pathfinder Value Fund – Our flagship equity fund

Investment objective

To generate long-term capital appreciation on a risk-adjusted basis. Being long-only in nature, the endeavour is to beat the benchmark over the relevant time horizon.

Investment approach

  • Top 10 stocks > 60% allocation
  • Multicap with bias towards small and midcap
  • PE style independent primary research
  • Balance between high beta and low beta sectors
  • Investment Horizon of 3-5 years

Maximal Income Fund – Our Debt Fund

Investment objective

To generate long term consistent income through dividends and interest, with the potential upside of capital appreciation.

Investment approach

  • Customized based on the timing of the client’s investments
  • Companies run by credible management with track record
  • Extremely high portion of the portfolio is liquid
  • Largely investing in AAA rated securities