Carnelian Shift Strategy

India’s first truly Manufacturing focused portfolio 

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 (75-80%) and Technology (20-25%) companies largely targeting across cap with more focus on mid and small cap with existing core competence/niche capability along with proven leadership, strong balance sheet, governance and return ratios through our proprietary investment 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.