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.