Edelweiss Focused Smallcap Portfolio

A portfolio of small-midcap companies which are mispriced and are expected to have strong earnings growth over a long term horizon

Key Attributes

Inception Date: 1 September 2015

Number of Stocks: Upto 25 small-midcap stocks with each having a maximum concentration of 10% of the aum

Fund Manager Name: Mr. Sahil Shah

Fund Manager Experience: Mr. Sahil Shah : 1. 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. 2. 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. 3. Prior to joining Edelweiss Group, Sahil has worked with Anagram Capital Limited for almost 5 years as sell-side analyst. 4. 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.

Investment Objective

To identify a portfolio of reasonably valued companies with primary focus on their quality of earnings growth which is expected to unlock their value and lead to re-rating during the recommended investment horizon

Investment Philosophy

Equity returns tend to mirror earnings growth trajectory over medium to long term

Don’t Just Invest. Make an Informed Decision.