Profusion Income Enhancer Low Risk Long/Short PMS


Key Attributes

Number of Stocks : Max 20

Targeted Long Positions: 0-15 | 0-60% of Capital

Targeted Short Positions: 0-15 | 0-60% of Capital

Founder & CIO: Satyan Wadhwa

Portfolio Manager’s Name: Parag Mehta

Fund Manager Experience: He was previously Investment Director in the Edelweiss Alpha L/S fund. Prior to joining Edelweiss, Parag worked at Kedaara Capital and in Investment Banking across Barclays Capital in India and Avendus Capital.

Fund Manager Qualification: Masters degree from University of California, Los Angeles; Bachelors in Electronics and Telecommunications Engineering from Mumbai University, where he graduated with distinction, and was awarded a full scholarship.

Investment Objective

The investment objective of Profusion Income Enhancer Low Risk Long/Short PMS is to enhance return on clients‘ liquid investments with very low risk. Fixed income portfolio (blend of liquid funds and Fixed deposits) will generate 2.75% to 3.25% and trading strategy will aim to generate another 7.5%-12.5% for composite portfolio return of 10%-15%.

Investment Strategy

The investment strategy of Profusion Income Enhancer Low Risk Long/Short PMS is to have Market neutral long short equity strategy which does not detract from Fixed income returns. Very low risk and with low net market exposure and low correlation to market movements. Profusion Income Enhancer Low Risk Long/Short PMS strategy has always had positive returns over any rolling six month period. Market neutral strategy is largely insulated against wild swings in the stock market.

Investment Philosophy

The investment philosophy of Profusion Income Enhancer Low Risk Long/Short PMS is to

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

imageBook a call with our PMS AIF Specialists

Do Not Simply Invest, Make Informed Decisions

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