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IIFL Equity Opportunities Fund- Category III AIF


Key Portfolio Attributes

Mr. Mehul Jani

Fund Category: Category III AIF

Structure: Closed Ended

CIO: Anup Maheshwari

Fund Manager: Mehul Jani

Fund Manager’s Experience: 18+ years of experience in covering and managing financial services and consumer stocks.

Fund Manager’s Qualification: Mehul is an alumnus of the Cass Business School, London and holds a Masters in Banking and International Finance. He is also a CFA charter holder.

Investment Objective

The investment objective of IIFL Equity Opportunities Fund- Category III AIF is to provide an opportunity to invest in good businesses going through bad times. The scheme will follow a Bottom up stock selection and portfolio construction approach – ability to invest across market capitalization.

IIFL Equity Opportunities Fund- Category III AIF will also look at Special Situations – resulting in value unlocking/re-rating opportunities. Ability to invest across Pre-IPO opportunities (max up to 20%, typically 5-10%).

Investment Philosophy

The investment philosophy of IIFL Equity Opportunities Fund- Category III AIF is to take advantage of business cycles + special situations and form a diversified portfolio of companies with improving fundamentals/increasing ROE and high margin of safety.

Attractive investment opportunities tends to emerge amidst high volatility. Recent volatility arising from multiple macro- economic headwinds and geopolitical events has put select businesses/sectors under stress thus providing a large pool of attractive investment opportunities.

IIFL Equity Opportunities Fund- Category III AIF follows a disciplined approach and strong analysis to identify companies going through a short term down cycle with high margin of safety and re-rating potential aided by business cycle catalysts or special situation events

Investment Strategy

The investment strategy of IIFL Equity Opportunities Fund- Category III AIF follows the SCDV framework:

  • Seculars: BSE 200 Weight – 20%
  • Cyclicals: BSE 200 Weight – 16%
  • Defensives: BSE 200 Weight – 32%
  • Value Traps: BSE 200 Weight – 32%

 

The portfolio construction process of IIFL Equity Opportunities Fund- Category III AIF is explained below:

  1. Investment Universe: 575 stocks
  2. Watchlist: 360 stocks
  3. Active Coverage: 290 stocks
  4. Analyst Recommendations: 80 stocks
  5. Model Portfolio: 40 stocks

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Do Not Simply Invest, Make Informed Decisions