APMI

White Whale North Star

Investment Approach Details

₹67.46

(AUM CR)

PMS Provider Name

White Whale Partners

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

11/11/2020

Age

3.5 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC Charges : 2%

Variable Fees Structure

AMC : 1.50% Hurdle Rate : 10% Profit Share : 15%

Exit Load

1st Year : 2% 2nd Year : 1% 3rd Year : 0%

Purpose

White Whale North Star is focused on navigating the Indian public markets using a private equity mindset. Our philosophy is simple - We back outstanding management teams spearheading incredible businesses that have the ability to compound capital over a long period of time. We look to invest in 10 15 well researched positions where we have high conviction. There is a high emphasis on deep bottom up fundamental analysis in order to deliver differentiated returns. Harnessing the magic of compounding, we look for recurring revenue businesses which combined with a low churn in the portfolio can lead to powerful long term returns. We view risk as a permanent loss of capital and hence believe in investing only within our circle of competence and in companies with the highest standards of corporate governance. We minimise risk through in depth research and diligence, which is ingrained in our DNA

Fund Manager Details


Hardik Doshi
Work Exp. NA
Email ID hdoshi@whitewhale.in
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.01

1 Year Turnover

0.42