True Beacon One – Category III AIF


KeyPortfolio Attributes

Fund Category:Category III AIF

Sub-Category: Long Short

Structure: Open Ended

Inception: 01 September, 2019

Fund Manager’s Name:True Beacon Investment Advisors LLP

Co-Founder: Nikhil Kamath

About:

True Beacon is a wealth management firm that offers a variety of investment products and services to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). The firm was founded in 2019 by Nikhil Kamath, the co-founder of Zerodha, a leading online stock brokerage firm in India.

True Beacon’s flagship product is its Alternative Investment Fund (AIF), which is a long-short hedge fund that invests in Indian equities. The AIF is managed by a team of experienced investment professionals and has a track record of delivering strong returns.

Investment Objective:

True Beacon One – Category III AIF adopts a dual approach to maximize returns and minimize risks in the Indian equity market, for UHNIs. Approximately 60% of the portfolio is ‘long-only’, focusing on investment in fundamentally robust, large-cap Indian firms for the long haul. The remaining 40%, a long-short derivative portfolio, is dedicated to risk mitigation and volatility reduction, while simultaneously seeking to create alpha (excess returns) through algorithmic trading strategies on shorter market cycles.

Investment Philosophy:

True Beacon One – Category III AIF operates as a liquid Category III Alternative Investment Fund, strategically taking long and short positions in the Indian capital markets. This hybrid fund, delivered by True Beacon Wealth, is tailored for strategic investors, primarily targeting top-tier large-cap equities. Its objective is to surpass the NIFTY50 benchmark (an index representing the 50 leading Indian stocks by market capitalization) by 6% annually over multiple years. Notably, the fund aligns with client interests by not charging management fees.

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

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