Alternate
Strategies

Asset Management

Our Alternate Strategies business specializes in managing long/short equity (alternate investment) funds and other innovative product offerings that endeavor to deliver capital appreciation in a risk adjusted manner, through long and short positions in equities and equity indices. Avendus is the largest hedge fund manager in India and the team has a consistent track record of working together for over 15 years in the Indian equities market.

The product offerings cater to onshore as well as offshore investors’ value creation requirements.

Funds

Avendus Absolute Return Fund

Avendus Enhanced Return Fund
Asset Management
January 2024

Low protection cost in the first half of 2024

2014 and 2019 Lok Sabha election cycles saw fair amount of Nifty rally going into the event, and since the 3rd of December, similar pattern seems to have started emerging this time again for the 2024 cycle.
Read Time: 3 minutes
Asset Management
October 2023

Diworsification: The trap no investor should fall into

The urge to hedge bets when it comes to asset classes or portfolios could lead to spreading oneself too thin, apart from the inherent risk of poor performance from a loss of focus. Consolidation may be a better way to go.
Read Time: 3 minutes
Asset Management
September 2023

Surge in option trading: Is it a systemic risk or price stability tool?

There is increasing debate around the high volumes in the options segment, with many concerned that such high volumes may bring in market turmoil, but we believe that the rise in volumes will help ensure better price discovery, leading to price stabi...
Read Time: 3 minutes
Asset Management
June 2022

How private capital will take the driver’s seat for entrepreneurship in India

In 2021, the Indian startup ecosystem witnessed record inflows of ~$65 billion in PE/VC investments. Alternate investments are increasingly becoming an integral constituent of portfolio allocations within India...
Read Time: 3 minutes
Asset Management
March 2022

The transformation of India’s public equity markets through widespread digital adoption

This 'mainstreaming' of digitalisation will have a profound impact on India's public equity markets. Currently, new-age businesses already listed in public markets add up to a market cap of ~USD 70bn. Over the next few years, we could potentially see...
Read Time: 9 minutes
Asset Management
December 2021

Market-neutral strategy might click in 2022 as bulls and bears engage in a tug-of-war

After a few years of super-normal debt market returns (2015-2018), and now one of the best two-year period in a long time for equity markets (2020-2021), it is time to understand what lies in store for us, and how can one get attractive risk-adjusted...
Read Time: 5 minutes
Asset Management
April 2021

Climate Change - A challenge transcending borders

How much more warming and how many more carbon emissions can the Earth tolerate before experiencing the most destructive effects of climate change? The entire earth – transcending boundaries – is at edge of catastrophic climate risks.
Read Time: 4 minutes
Asset Management
September 2020

Covid has energized adoption of the digital ecosystem – and the change is likely to be permanent

The exigencies of the current situation are moulding our habits and our lifestyles. The Covid crisis has prompted a change in consumption behaviour on how and what we consume across categories and how we pay for them. These changes in user habits are...
Read Time: 5 minutes

People

Ranu Vohra

Co-founder and Executive Vice Chairman, Avendus
Alok Vajpeyi

Chairman, Avendus Capital Public Markets Alternate Strategies LLP
Andrew Holland

CEO, Avendus Capital Public Markets Alternate Strategies LLP
Nandik Mallik

Chief Investment Officer, Avendus Capital Public Markets Alternate Strategies LLP
Freddie Poonawalla

Head of Business Development, Avendus Capital Public Markets Alternate Strategies, LLP

Long Only Strategies

Private Equity Strategies

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