Prudent Equity ACE Fund- Long Only Category III AIF

Key Portfolio Attributes

Siddharth Oberoi

Fund Category: Category III AIF

Structure: Open Ended

Fund Manager’s Name: Mr. Siddharth Oberoi

Fund Manager’s Experience: 27 years

Fund Manager’s Qualification: MBA (Finance)

Investment Objective

The investment objective of Prudent Equity ACE Fund Long Only Cat III AIF is to invest in companies that increase the clients capital at high rates over a long term period while employing less risk. The fund will also look to invest in debt instruments in accordance with the Regulations.

The approach of Prudent Equity ACE Fund Cat III AIF puts emphasis on company specific strengths such as overall financial abilities, management, differentiated products and services and many more.

Investment Strategy

The investment strategy of Prudent Equity ACE Fund Long Only Cat III AIF is to follow a bottom up value investing approach to identify companies trading below their intrinsic value and that provides significant upside potential with limited downside risk. Although the fund’s core principle remains towards capital protection, this strategy has proved to deliver outsized gains

Do Not Simply Invest, Make Informed Decisions


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Related Investment(s)

Do Not Simply Invest, Make Informed Decisions

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