Edelweiss Alternative Equity
Fund Snapshot
| Year of Inception | 2014 |
| Number of Stocks | 20-22 |
| Investment Horizon | Medium to Long Term |
| Fund Managers | Nalin Moniz and Pranav Parikh |
Investment Philosophy
Core long term equity strategy that holds long positions in stocks that have strong earnings growth, cash flows and corporate governance. Average Exposure: 70-80%. Holding Period: three-plus years.
Satellite event-based strategies are lower risk, absolute return-oriented such as open offers, buybacks, IPOs, Delistings, Mergers and Demergers. Average Exposure: 20-30%. Holding Period: 4-9 Months.
Satellite shorts & hedging limits downside through hedging or shorting companies with weak fundamentals and are overvalued. Average Exposure: 20-30%. Holding Period: 3-9 Months.
Unique Feature
A Long Short Fund with Satellite Opportunities around Special Situations like Buybacks, Delistings, Mergers.
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