Kotak MNC invests in a diversified portfolio of multinational companies to generate capital appreciation. We are very positive on the MNC theme to drive long-term value for shareholders driven by:
- The growth in Indian economy provides a large and fast growing market for the MNCs making the Indian subsidiaries a focus area in their portfolio. Hence, technology and new product support would continue in the Indian entity driving business growth.
- These companies being low-cost centers also have the opportunity to become global outsourcing hub for the parent with huge business opportunity.
- Some of these companies are also de-listing candidates and can create further value for the existing shareholders.
- These companies are globally competitive, technologically strong companies and have strong management teams and wide experience of the promoters
We believe that these companies are available at attractive valuations in terms of risk return trade-offs. We believe that these companies have the potential to generate superior returns over medium to long term..
