Carnelian Structural Shift Fund is a long-only, mid & small cap strategy designed to capture two structural shifts that present significant wealth creation opportunities in:
• Manufacturing (80–85%) – driven by a conducive regulatory and global environment
• Technology (15–20%) - empowered by digitalization locally and globally. In addition, we look to capture innovation and evolving trends in technology.
The objective of this strategy is to capture accelerated growth in Manufacturing and Technology & deliver superior risk-adjusted returns across market cycles.
Our faster (revenue, earnings growth), stronger (ROE, low leverage) and cheaper (valuation, low beta) framework ensures superior risk adjusted returns and to consistently delivers alpha for our investors. Our unique CLEAR (forensic risk analysis) and CONNECT (assessment of non-financial factors like leadership, governance, and culture) frameworks deep-dives into all aspects of risk, thereby helping us avoid the pitfalls of corporate governance issues.
