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Fund Snapshot
| Parameter | Details |
| Fund Category | CAT III AIF |
| Sub Category | Long Only |
| Minimum Investment | ₹1 Crore |
| Structure | Open Ended |
| Stock Universe | 20-25 |
| Benchmark | CNX Small Cap |
| Investment Horizon | Long Term |
| Inception | July 2023 |
Investment Strategy
Step 1 – Screening
Identify and pick companies based on our stringent criteria and valuation, which helps protect our downside.
- Debt Trigger, Improving Topline & Margins Trigger, Turnarounds, Catalyst hunt
- Price to Book Value, Price to Earnings, Market Cap to Revenue, ROCE
- Evaluate further to ensure it is meeting all or majority of the criteria
Step 2 – Research
Evaluate companies within the sector. Compare them to the top players and evaluate the upside they can offer
- Extensive fundamental research through annual reports, calls, exchange filings, presentation, peer analysis, forensic checks
Step 3 – Risk & Reward
Understand the management’s vision, business practices, and processes. Establish risk-reward analysis to remain within our risk appetite
- Meetings with the management
- Deep industry and financial modeling risk analysis
Step 4 – Invest
Construct the portfolio by considering (1) Diversification, (2) Liquidity, (3) Growth at reasonable prices, and (4) Active Monitoring and Rebalancing
- Deploy
- Diversify
Finavenue Edge
Our Values
Growth
We actively seek companies with the potential for sustained high growth rates, ensuring robust and long-term investment opportunities for Finavenue AIF investors.
Value
We identify undervalued investments through a thorough analysis of earnings, cash flow, assets, and growth potential, uncovering hidden opportunities that strengthen the overall positioning of Finavenue AIF.
Management Integrity
The trust, credibility, and reputation of our promoters instill these same values within our organization, fostering a culture of integrity and reliability.
Technical Edge
Strategic Churning
By continuously monitoring industry cycles, we make informed investment decisions across various sectors, optimizing our portfolio for superior returns.
Structure & Triggers
Our investment strategy focuses on market structure, earnings growth, and valuation triggers, allowing us to capitalize on key opportunities and maximize value for our investors.
Risk Management & Mitigation
- Fundamental Analysis
- Diversification
- Risk-Adjusted Returns
- Antithesis Strategy
Fund Overview
