Edelweiss Focused Smallcap Portfolio

AIF & PMS Chatbot

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Welcome to AIF & PMS Experts India Pvt. Ltd.

About Company

Investing is all about finding someone you can put your faith in to solve your concerns.
We exist to help you discover solutions.
We are one of India’s newest and fastest growing asset management firms, and a proud part of the Edelweiss Group. We believe in listening to you, understanding your issues, and then providing answers. We believe in accomplishing something that will last a lifetime. Company has its own value which includes . We are about customers. You first, simple.We take care of our biggest asset – our people. We love our team.We go above and beyond to solve your problems and build solutions for you.We’re open and transparent in our communication. We say it like it is, no mumbo jumbo.We manage your hard-earned money with care and honesty.Technology should make your life easier. And we make that happen.

Fund Snapshot

Year of Inception 2015
Number of Stocks 25
Investment Horizon 3-5 Years

Unique Feature

A portfolio of hand-picked small-midcap stocks which are priced lower than their intrinsic value and are expected to have strong growth in earnings over the long term.

Investment Philosophy

Equity returns tend to follow earnings growth paths over the medium to long term. Fund aims to identify a portfolio of undervalued stocks with a sharp focus on their quality of earnings growth which is expected to unlock their true potential and lead to gains.

About Fund Manager

Nalin Moniz : Chief Investment Officer – Alternative Equities, Edelweiss AMC
Nalin Moniz Edelweiss AMC
Nalin Moniz Edelweiss AMC

A graduate of the Jerome Fisher Program in Management and Technology from the University of Pennsylvania (USA); with joint degrees in Economics from the Wharton School & Computer Science Engineering from the Moore School, meet the CIO of Alternative Equity at Edelweiss Asset Management – Mr. Nalin Moniz, CFA.

Nalin was earlier associated with Goldman Sachs Asset Management as a Portfolio Manager when he thought of starting his own venture in India by the name of Forefront Capital Management, an alternative asset management firm, which was acquired by Edelweiss in 2014.

With a decade and a half of financial experience under his belt, he played a pivotal role in Edelweiss’ acquisition of Ambit Capital’s AIF business in 2016.

A marathon enthusiast, he has run races in Amsterdam and Berlin in the last two years. When asked his secret to running 42.195 km, he said “You run 1 km 42 times.”

At Edelweiss Asset Management, he leads the research and portfolio management for the alternative equity funds across AIF, PMS and offshore platforms in addition to being the fund manager for the Edelweiss Alternative Equity Scheme.

He’s also been a Eureka Hedge Indian Hedge Fund of the Year nominee in 2014, 2016 and 2017 and voted as one of the top 40 under 40 professionals in Indian alternative investments.

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For any queries, contact us on Mobile: +919561619571, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected]     Whatsapp-logo

Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.