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Paterson Leadership Fund

Invest in companies that dominate their respective industries and sectors.

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What It Is

Paterson Leadership Fund is designed to invest in companies with a leadership position in high-growth industries.

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Investing in leaders pays since they are fundamentally strong, have proven credibility, and have bargaining power.

 

We actively seek companies that have structural tailwinds and disproportionate advantages.

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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E-mail: invest@patersonpms.com

Sales and Support: +91 85111 44742

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3rd Floor, Bhavani Mansion

4th Lane, Nungambakkam High Road

Chennai 600034

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SEBI Registration Number: INP000005422

Paterson Securities Private Limited (Brand Names - Paterson, Paterson PMS, Paterson Securities) makes no warranties or representations, expressed or implied, on products and services offered through the platform. It accepts no liability for any damages or losses, however, caused in connection with the use of, or on the reliance of its portfolio management or related services.

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Past performance is not indicative of future returns. Please consider your investment requirements, risk tolerance, goals, time horizon, risk and reward appetite, and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs. Performance and returns of any investment portfolio can neither be predicted nor guaranteed.

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Investments in mutual funds, stocks, ETFs and any other investment products that you see Paterson’s views being expressed on are subject to market risks. Please read all scheme related documents carefully.

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© Paterson Securities Private Limited [SEBI Registration No: INP000005422] [Address: VANGUARD HOUSE, No. 48, Second Line Beach, Parrys, Chennai 600001] [Principal Officer: Prasanna Bidkar; Email ID: prasannabidkar@paterson.co.in; Phone: +91 44 42916515] [Compliance Officer: Sreela V Paroor; Email ID: sreela@paterson.co.in; Phone: +91 44 4291 6545] [Grievance Officer: Sreela V Paroor; Email ID: sreela@paterson.co.in; Phone: +91 44 4291 6545] [CIN – U65993TN1982PTC009656] [GST No: 33AAACP4386P1ZY]

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[SEBI regional address: 7th Floor, 756-L, Anna Salai, Chennai - 600002, Tamil Nadu; Phone: +91-44-28880222 / 28526686; Email: sebisro@sebi.gov.in]

© 2024 by Paterson Securities

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