IIFL Asset Management is a part of the IIFL Wealth group. IIFL Asset Management is an India-focused, global asset management firm. IIFL Asset Management offers dual capabilities in onshore and offshore asset management. A diversified suite of mutual funds, alternative investment funds and venture capital funds span public and private equities, fixed income securities and real estate. In the listed Space IIFL AMC has made a niche in Multicap Investing space. IIFL AMC is the preferred choice for many HNIs, UHNIs and FIIs coming to India. IIFL AMC has a global presence that is spread across 8 countries.
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%).
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
The investment strategy of IIFL Equity Opportunities Fund- Category III AIF follows the SCDV framework:
The portfolio construction process of IIFL Equity Opportunities Fund- Category III AIF is explained below:
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