EDELWEISS Alternative Equity

A category III AIF that aims to provide absolute return over a 2+ year investment horizon. It has Core-Satellite structure with the flexibility to allocate capital between strategies. It has Limited downside and ability to manage equity market drawdowns

CORE : LONG TERM EQUITY strategy that Holds long positions in stocks that have strong earnings growth, cash flows and corporate governance

• Avg Exposure: 70-80%
• Avgno of Holdings: 20-2
• Holding Period : 3+ years

SATELLITE : EVENT BASED strategies are lower risk, absolute return oriented such as open offers, buybacks, IPOs, Delistings, Mergers and Demergers.

• Avg Exposure: 20-30%
• Avg no of Holdings: 4-12
• Holding Period : 4-9 Months

SATELLITE : SHORTS & HEDGING limits downside through hedging or shorting companies with weak fundamentals and are overvalued

• Avg Exposure: 20-30%
• Avg No Holdings: 4-12
• Holding Period : 3-9 Months