Samarth Wealth Management – India Focused Equity Long Short Strategy

The objective of the India Focused Equity Long Short Strategy is to provide consistent risk-adjusted returns by leveraging both long and short positions in the Indian equity market. The strategy targets capital preservation during market downturns and upside participation during bull cycles, offering a compelling alternative to traditional equity and debt instruments.

Samarth Wealth employs a quantitative and discretionary approach to actively manage market risk.

• Long positions are taken in high-conviction stocks based on deep fundamental and macroeconomic analysis.
• Short positions are used to hedge exposure and capitalize on market inefficiencies.
• Tactical allocation ensures participation in India’s growth story while limiting drawdowns.

The fund aims to generate alpha irrespective of market direction—making it ideal for investors looking for diversification beyond traditional PMS and mutual funds.

• Capital Preservation First: Downside protection is at the core of every investment decision.
• Asymmetric Returns: Capture more on the upside while minimizing downside risk.
• Macro + Micro Analysis: Combine top-down macroeconomic views with bottom-up stock selection.

This strategy is especially suited for HNIs seeking consistent returns, low correlation to benchmarks, and better portfolio diversification across market cycles.