- Investment Strategy: It is a fundamentally driven, variable long-biased strategy. The fund aims to generate double-digit USD returns by leveraging long positions (buying stocks expected to rise) and short positions (selling stocks expected to fall).
- Dual Objective: The fund’s primary goal is to outperform Indian market benchmarks and long-only ETFs across market cycles.
- Structure: It is registered as a Category III Alternative Investment Fund (AIF) in India. This classification allows the fund to use leverage and complex trading strategies like derivatives to manage risk and enhance returns.
- Performance Levers: The strategy focuses on four main areas:
- Longs: Quality stock picking for growth.
- Shorts: Profit from declining stock prices and provide downside protection.
- Portfolio Management: Strategic asset allocation and risk management.
- Market Beta: Capitalizing on broader market movements.
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