Carnelian PMS Strategies
Carnelian “SHIFT Strategy” is a long only, multi-cap thematic strategy designed to capture
two structural decadal shifts presenting large wealth creation opportunity in
Manufacturing led by conducive regulatory and global environment (China +1/ Atma Nirbhar)
Tech evolution empowered by digital & SAAS platform with Indian companies at the forefront
This strategy is designed to invest in Manufacturing (2/3rd) and Technology(1/3rd) companies largely targeting mid and small cap companies with existing core competence/niche capability along with proven leadership, strong Balance Sheet, governance and return ratios through our proprietary MCO Framework. Our unique forensic framework CLEAR deep dives into all the aspects of risks thereby helping us avoid accidents of investing in companies with dubious intent and misplaced objects.
We foresee a ~USD 500 bn manufacturing opportunity and ~USD 90 bn digital opportunity over the next 5 years as a first order effect with second and third order effects yet to follow.
STRATEGY AT A GLANCE
Performance as on: December 31, 2022
Performance is calculated basis time weighted rate of return method net of all fees and expenses; Individual client performance may differ. Past performance is not indicative of future results. Performance related information provided herein is not verified by SEBI. All returns and % changes are in INR terms unless otherwise stated. Returns for 1 year and less than 1 year are absolute returns, while more than 1 year are CAGR