India Investment Experts Reveal Key Strategies

TORONTO, Jan. 31 /CNW/ - Today Excel Funds' investment team will begin crossing the country to describe India's growth potential and discuss their winning investment strategies with over 1,100 investment executives at their largest roadshow ever. As Canada's leading authority on emerging markets investing, Excel Funds considers its India Fund a crown jewel; - and it is attracting a lot of attention from investors and advisors. An investment of $10,000 at its inception has grown to $53,031 as of December 31, 2010. The Fund's portfolio manager, Ajay Argal, is in Canada for the roadshow this week from his office at Birla SunLife in Mumbai, India.

"India is the country of investment opportunity and high potential returns. Almost 70 percent of its one billion people are under the age of 35. They are well-educated and beginning to consume. This increased consumer spending and huge infrastructure demand are just two of many factors fuelling economic growth," said Bhim D. Asdhir, President, CEO and Chairman of Excel Funds Management. "Investors should be allocating at least half the equities component of their investment portfolios to Emerging Markets. There is less risk investing in Emerging Markets today than investing in advanced economies; -  and the return potential is significantly higher."

Paul Mesburis, Senior Portfolio Manager, Excel Investment Counsel Inc. pointed out that "India is in the early stages of a multi-decade growth phase. Over the last decade, it has been one of the best markets to invest in, and we expect an annual earnings growth rate of 18 to 20% over the next several years. The actively managed Excel India Fund is the ideal way for investors to capitalize on this investment potential. The Fund offers an opportunity to invest in what, on a purchasing power parity basis, will soon be the world's third largest economy."

Highly regarded Excel India Fund's sub-adviser, Birla SunLife AMC Ltd., has managed the fund since 1998. These local investment experts, resident in Mumbai, India, have their fingers on the pulse of both the overall Indian economy and individual investee companies. 

Asdhir continued, "Active investment management is the key to success when investing in Emerging Markets. Our portfolio managers live in our investee countries. They buy local products and use local services. Beyond their technical research, they spend time meeting the people at the companies in which we invest: the managers, employees, suppliers; even the competitors. Excel Funds invests only in companies that are growing and globally competitive.  Some are in the respective countries' indices, many are not.  Excel stays away from those large cap companies which, even though they are in the index, may well be from the old regime and no longer globally competitive. The "sweet spot" for growth is with those companies just outside the index today. It takes active portfolio managers, "on-the-ground" to identify these opportunities."

"Market valuations in relation to 20% earnings growth are reasonable", said Ajay Argal, Head of Offshore Equities, Birla SunLife AMC.  "We are overweight pharmaceuticals, gas, and automotive and underweight banking, petroleum products and metals."

The Excel India Fund's unique structure provides investors with two distinct advantages: the Fund does not incur withholding tax on capital gains in India and does not have foreign investment limitations. This structure is grandfathered and cannot be replicated by another Canadian investment fund.

Excel Funds Management Inc. specializes in emerging markets. Founded in 1998, the firm now offers 11 mutual funds. Recognizing that a significant portion of performance is the result of consistently getting the asset allocation right, Excel Investment Counsel has built sophisticated, proprietary quantitative models for this purpose. Active investment management is the key to success in Emerging Markets. Excel Funds has retained - on an exclusive basis - major, award-winning sub-advisers who, importantly, are resident in the investee countries. These sub-advisers include Birla SunLife, one of the largest private sector mutual fund companies in India with over $14BN (US) in assets under management. Individual Canadian investors can only access the investment expertise of Birla SunLife through the Excel India Fund.

  Monday January 31, 2011 | Etobicoke | 12:00pm | Luncheon
Presentation at Toronto Congress Centre
  Monday January 31, 2011 | Richmond Hill | 5:30pm | Reception
Presentation at Sheraton Parkway Toronto
  Tuesday February 1, 2011 | Toronto | 12:00pm | Luncheon
Presentation at Suites at One King West
  Wednesday February 2, 2011 | Montréal | 12:00pm | Luncheon
Presentation at Hilton Montréal Bonaventure
  Thursday February 3, 2011 | Vancouver | 1:00pm | Luncheon
Presentation at Terminal City Club
  Thursday February 3, 2011 | Surrey | 5:30pm | Reception
Presentation at Eaglequest Coyote Creek
  Friday February 4, 2011 | Calgary | 12:00pm | Luncheon
Presentation at The Westin Calgary

To register in your location: www.excelfunds.com/roadshow2011/ or contact Linda Savino at  events@excelfunds.com, (905) 817-2931 or 1-888-813-9813 x233

SOURCE Excel Funds Management Inc.

For further information:

Ms. Julie Makepeace, Vice President, Marketing & Sales, 647-309-3532, Julie.makepeace@excelfunds.com
Media: Victoria Ollers, vo@goldfenixcom.ca, 416-822-2288; Paul Tyler, pt@goldfenixcome.ca, 905-235-7285

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Excel Funds Management Inc.

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Excel India Fund

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