EDELWEISS Rubik PMS

Inception Date: 9 January 2018

Number of Stocks: Upto 25 stocks, both sector and marketcap agnostic, with each having a maximum concentration of 10% of the aum

Fund Manager Name: Mr. Sahil Shah

Fund Manager Experience: Mr. Sahil Shah

• Sahil has more than a decade of experience in the equity markets, both in the buy-side and the sell-side of the investment management function.

• He joined Edelweiss Group in 2012 as a senior research analyst and climbed up the ranks to become the fund manager for Edelweiss Focused Small Cap Portfolio (formerly Hexagon portfolio) in 2015.

• Prior to joining Edelweiss Group, Sahil has worked with Anagram Capital Limited for almost 5 years as sell-side analyst.

• He has also authored thematic reports on ‘Auto Components – Mega trends’ and ‘Value Investing’.

Fund Manager Qualification: Mr. Sahil Shah

He has completed his B.Com. from Gujarat University and has obtained Chartered Financial Analyst (CFA) from ICFAI University.