What to expect from Carnelian Shift Strategy PMS?

Carnelian “SHIFT Strategy” is a long only, multi-cap thematic strategy designed to capture two structural decadal shifts presenting large wealth creation opportunity in

  • Manufacturing led by conducive regulatory and global environment (China +1/ Atma Nirbhar)
  • Tech evolution empowered by digital & SAAS platform with Indian companies at the forefront

This strategy is designed to invest in Manufacturing (2/3rd) and Technology(1/3rd) companies largely targeting mid and small cap companies with existing core competence/niche capability along with proven leadership, strong Balance Sheet, governance and return ratios through our proprietary MCO Framework. Our unique forensic framework CLEAR deep dives into all the aspects of risks thereby helping us avoid accidents of investing in companies with dubious intent and misplaced objects.

We foresee a ~USD 500 bn manufacturing opportunity and ~USD 150 bn digital opportunity over the next 5 years as a first order effect with second and third order effects yet to follow.

Who should invest in Carnelian Shift Strategy PMS?

This strategy is for those investors who seek to create returns based on the India strong manufacturing capabilities led by external environment and internal thrust and opportunities arising in the IT sector on the back of reasons highlighted above. Since this portfolio largely comprises of mid-small cap companies, one can generate good returns keeping in mind a higher risk as well.