The Balanced Edge: Our Approach to Growth + Value Investing
An integrated investment philosophy that combines the best of growth and value investing.
Key insights
- Should high-net-worth investors pursue high-growth opportunities, or anchor portfolios with time-tested value? The Balanced Edge integrates both.
- Growth investing targets rapidly scaling companies, often in technology, healthcare and consumer services, capturing innovation and disruption.
- Value investing focuses on quality businesses trading below intrinsic value, with strong fundamentals and consistent cash flows.
- Blending both seeks capital appreciation in bull markets, downside protection in corrections and long-term wealth creation with reduced volatility.
- Ultra-HNWIs in India favour aggressive equity investing, with a strong tilt towards individual stocks.
- Growth-plus-value portfolios have historically outperformed pure-style portfolios on a risk-adjusted basis across multiple cycles.
- Every investment is backed by in-depth research, sector expertise and a clear thesis aligned with client objectives.
Disclaimer. PMS investments are subject to market risks. Read all the risk factors and disclosures available on the website carefully before investing. This content is for information only and does not constitute a recommendation. Care Portfolio Managers Pvt. Ltd. · SEBI Regn. No. INP000004128.
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Invest directly with a SEBI registered portfolio manager, as a resident or a non-resident investor. Contact us at connect@carepms.com and our team will guide you through every step.
- 01
Consultation
A conversation with our team about your objectives, investment horizon and risk appetite, and the approach best suited to them.
- 02
Documentation
A PMS bank account and demat account are opened in your name. You sign the PMS agreement and grant the Power of Attorney.
- 03
Portfolio activation
Invest fresh funds of ₹50 lakh or more, or introduce an existing portfolio. Statements and reporting follow every month.