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