Public Market Funds
Invests in high quality structural growth businesses
An India dedicated long-only equities open-ended fund which invests in high quality growth companies in the small and mid-cap space across multiple sectors with a focus on long-term wealth creation for clients.
Invests in companies with high structural growth, high profitability and quality management.
Focuses primarily on small & mid-cap companies listed on the Indian exchanges, with majority of the portfolio in the INR 500cr – INR 40,000cr market cap range
Holds a high conviction portfolio of between 12-20 high growth stocks across multiple sectors.
Implements a Buy & Hold discipline based on a multi-year view, with a low turnover.
Advised by a reputed India-based advisory team led by a seasoned Portfolio Manager in India with a proven 10-year track record.
Samit Vartak
Founder & CIO, SageOne Investment Managers
Samit Vartak is the Founding Partner and Chief Investment Officer ofSageOne Investment Managers LLP. Samit has been investing in theIndia equity markets since 1999 and has experienced and analysedmany bull and bear cycles over the last two decades.
Multi strategy hedge funds solution
Diversified portfolio of up to 20 high-quality funds to generate strong risk-adjusted returns that have a lower beta to broader markets and lower downside risk
Competitive risk-adjusted returns with better downside management
Low correlation to broader equity markets or traditional investment portfolio
Access to high quality, strong pedigree managers globally
Exposure to streams of returns that are not easily captured through traditional asset classes
Experienced investment team with strong culture of risk management
Global macro with relative value & arbitrage approach
An open-ended global macro fund that uses a dual strategy model to generate steady risk adjusted returns with low volatility and correlation to equity and bond markets.
Implements a dual-strategy approach through its:
- Treasury Book: Active Treasury Management Solution (ATMS) to generate steady accrual & arbitrage income.
- Trading Book: Income generated from the Treasury Book used as risk capital for traditional macro strategies.
Is suitable for capital preservation due to its low volatility and limited downside risk.
Has a low correlation to equity and bond market.
Managed by an experienced team with over 30 years of combined experience in fixed income & currency markets in global investment banks where they held market making and proprietary trading roles.
Sunil Kalra
Portfolio Manager, LC Beacon Global Fund
Over 20 years of experience in Fixed Income and Currency Markets. Experience spans across market making and proprietary trading roles with exposure to investment strategies for majority of classes of institutional investors.
Jignesh Desai
Co-Portfolio Manager, LC Beacon Global Fund
Over 15 years of experience in Fixed Income and Currency Markets. Experience in market making and proprietary roles in Foreign Exchange, local currency and hard currency bond trading.