Portfolio Type: Multi Cap portfolio of companies showing a trend of increasing promotor’s stake.
Inception Date: 9 January 2018
Number of Stocks: 12-15
Fund Manager Name: Anil Sarin
Fund Manager Experience: Total Exp – 20 years, With Edelweiss – 4 Years
Fund Manager Qualification: MBA degree from the Institute of Management and Technology in Ghaziabad, and a Bachelors in commerce from Delhi University.
Investment Objective: To invest in companies with promoter alignment (>70% weight) and thereby generate alpha by investing across sectors and market cap.
Investment Strategy:
Promoter Alignment – Select stocks where promoter is increasing stake in his company.
CORE Analysis – Filter businesses with strong financials using CORE matrix.
QVC Assessment – Select best companies through final qualitative checks using fund manager’s experience and leveraging Edelweiss group’s expertise
