Fund Snapshot
| Year of Inception | 16, Mar 2020 |
| Number of Stocks | 15 – 25 |
| Investment Horizon | Carnelian Compounder Strategy is a long-term, multi-cap strategy that seeks to generate sustainable alpha and compound capital over time through the MCO framework. The investment offers an unconventional blend of Magic (accelerated growth) with stable or growing companies who are also actively engaged in opportunistic funds management practices |
| Fund Managers | Vikas Khemani |
Vikas Khemani, Manoj Bahety, Sachin Jain, and Swati Khemani established Carnelian Asset Management as an investment management business to pursue their interest in capital markets. The objective of Carnelian is to assist clients in creating and safeguarding their wealth by investing in equities. Carnelian strives to establish a worldwide scale asset management platform recognised for its knowledge and driven by its strong beliefs.
Shortly, Carnelian Asset Management will provide Wealth Management, Portfolio management, and Credit-related services to its clients.
They provide financial services for both businesses and individuals. They work with insurance brokers, financial advisors, bankers and many more to provide clients with the right advice on their protection needs.
Investment Philosophy
- Carnelian Asset Management believes that investing success is the result of making sound judgments over time. Decisions that are made “Objectively, Free of any prejudice” should be based on the “Probability of result” and the “Risk reward.”
- They think investing in excellent development firms managed by exceptional management at a reasonable price is a good idea.
- They’ve developed a proprietary quantitative and qualitative method to eliminate possibilities.
- They think that the margin of safety is not only found in price but also in thorough research.
- They think that one can never make money on borrowed convictions.
- they’re glad to be a contrarian when the risk-reward profile is favourable: regressing to mean mimicry.
- They believe in taking things slow and long-term. Investing is similar to watching grass grow.
- They prefer assured results to immediate returns.
- They don’t mind sitting on cash as long as they can’t find a better purpose for it.
Investment Strategy
The Carnelian Compounder Strategy is a multi-strategy mutual fund that uses its own MCO framework to achieve superior performance across market cycles. They in the Carnelian realm believe that investing success is attributable to making excellent judgments over an extended period. Good decisions are made “Objectively, Free of any bias”, taking into account “Probability of occurrence” and “Risk reward.”The Carnelian Compounder Strategy is a multi-cap, long-only sector agnostic strategy that aims to produce semi-permanent alpha and compound capital over a long period through the MCO framework. The Strategy is a unique and unusual mix of Magic (accelerated growth), Compounder (steady growth) & Opportunistic firms.An Alternative Investment Fund (AIF) is a privately pooled investment vehicle that gathers money from knowledgeable investors to invest with a particular strategy to meet specific goals.The Carnelian Capital Compounder Fund is a category III AIF that provides long-term alpha and capital growth. The minimum investment amount according to SEBI rules is INR 1 crore.
