Lotus PMS seeks to turn emerging businesses into long‑term wealth over a 5 – 7 year horizon
Our bottom‑up research uncovers small companies poised to compound earnings far faster than the market anticipates.
Under‑Researched Advantage: Targets price gaps in small‑cap names that receive minimal analyst or institutional coverage.
GARP Discipline: Applies Growth‑at‑Reasonable‑Price strategy, securing high‑growth businesses at fair valuations.
20 – 25 High‑Conviction Picks: Maintains a focused core that can influence performance yet remains prudently diversified.
Long‑Term Compounding Lens: Holds through multi‑year scale‑up phases to capture full multibagger potential rather than chasing short‑term swings.
Lotus PMS Differentiators
Out‑Size Growth Potential
- Share prices can multiply while firms are still small, well before they are reclassified as mid‑ or large‑caps.
Discovery Premium
- Undervalued entry points with a margin of safety and scope for rapid re‑rating as coverage increases.
Capital Tailwind
- Fresh PE/VC funding accelerates expansion, pulling future earnings growth forward.
High Return Dispersion
- Wide performance spread in the small‑cap index rewards skilled stock picking.
Sector Breadth
- Every industry hosts promising small‑cap innovators, giving genuine diversification.
Karma Capital Advantage
Long track record
Investment framework generated consistent returns over 19 years of managing portfolios
High Conviction, Concentrated Portfolio
GARP philosophy driven portfolio selection and allocation
100+ Years of Combined Experience
Deep market knowledge and strategic insights across market cycles.
Disciplined & Long-Term Focus
Patient, long-term investors with a disciplined bottom-up fundamental process resulting in low churn
High Active Share
Distinct Stock selection
