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Paterson
Advantage
Fund

Invest in large companies, with significant advantages over others

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What It Is

Paterson Advantage Fund invests in fundamentally strong companies, with proven credibility. We select companies with significant advantages, that have not just contributed to success in the past, but will continue doing so in the future.

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The translation of advantages into earnings growth, valuation re-rating, and hence capital appreciation is what we aim at.

Key Information

Asset Class

Inception Date

Minimum Investment

Fees

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Equity

April 1, 2024

Rs. 50 lakh

2% per anum

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Behind the Scenes Access

At Paterson PMS, we give clients an intimate view of what's going on with their money. We'll take you behind the scenes on our investment committees and share our investment theses with you.

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