The entire initial corpus of the fund is internal to the sponsor and the MD & CIO of ITI Long-short equity fund. This should ensure investors that their interests are aligned with those of the management and directors.
Mr. Rajesh Bhatia, MD & CIO of ITI Long-short equity fund has a healthy track record of over 15 years in managing Indian Long-short equity portfolio and over three decades of experience in equity markets. His experience has helped the firm imbibe the correct processes to be followed to successfully manage and navigate such a fund through a full cycle of equity market performance.
We focus on what we know and understand. Our conservative and quality-driven process towards comprehensive research and stock-picking helps us concentrate on successfully generating healthy, absolute returns over a long period of time.
We apply a margin of safety to all of our decisions and have a concentrated, high-conviction approach to individual stocks.
Simple arithmetic : A 50% loss requires a 100% gain to arrive at starting level of capital; thus it is more damaging to lose money than make it.
Losing less in down years and compounding from a higher level of capital base makes it possible to earn higher compounded equity type returns while taking lower risks.
Profit from both rising or falling securities thus a larger canvas and a greater opportunity to create alpha as compared to conventional long only funds
Accelerated pace of technology change today is disrupting several businesses leading to their decline; ability to short is a meaningful differentiator, especially for a fundamental, stock picking oriented fund like ours.
Flexibility to reduce equity exposure to overheated/overvalued/declining markets, while increasing exposures in oversold/undervalued/rising markets results in asymmetric returns profile (ability to participate in rising markets, and yet protect downside in declining ones (or even better, earn returns even in declining markets due to the flexibility to short).
Helps to lower volatility in performance, lowers capital risks and increases the odds of beating the indexes (or even long only funds), over a full cycle.
Are developed markets, after one of the longest bull market in history, at risk of sharp declines currently? Ability to protect capital or even better benefit by shorting, is an advantage for a long-short fund, like ours, in these times.
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