Avendus Absolute Return Fund

Asset Management

Avendus Absolute Return Fund is a Category III Alternate Investment Fund (AIF) focused on innovative risk management strategies, with a goal of capital preservation. The fund seeks capital appreciation and positive returns in an efficient, risk-adjusted manner through long and short positions in equities and indices.

The fund led by one of India’s marquee fund managers - Andrew Holland and Vaibhav Sanghvi successfully managed equity, based on positive absolute return strategies with a view of low volatility, for over 10 years in all market scenarios.

The fund’s long-short strategy is intended to produce absolute returns with less volatility than the overall stock market and low correlation to conventional asset classes, across variety of market scenarios.

Vaibhav Sanghavi

Co-CEO, Avendus Capital Public Markets Alternate Strategies LLP

Piyush Shah

Managing Director, Avendus Capital Public Markets Alternate Strategies LLP

Bhautik Ambani

Managing Director, Avendus Capital Public Markets Alternate Strategies LLP

Tarun Kewalramani

Director, Avendus Capital Public Markets Alternate Strategies LLP

Overview-

Investment Strategy+

Fund Managers+

Asset Management

July 2018

India: top of the class investment destination

There is one aspect of investment that all practitioners of this noble art share, which is an immediate attraction to markets that have performed well historically, over those that have done poorly.

Read Time: 5 minutes

Asset Management

May 2019

Investment Risks in Capital Markets

Bhautik Ambani in conversation with Vaibhav Sanghavi on investment risks in Capital Markets.

View Time: 5 minutes

Asset Management

April 2019

Why ESG is a material issue in contemporary financial analysis

Research evidence supports the fact that ESG investing is delivering superior returns and that companies with strong sustainability scores show better operational performance and are less risky. Investment strategies that incorporate ESG issues outperform comparable non ESG strategies.

Read Time: 6 minutes

Asset Management

June 2019

Recent red alerts on environment and how they may affect investments!

History is made of turning points and we may be at the cusp of such a moment today as we face the onslaught of climate change and environmental degradation, in our daily lives.

Read Time: 6 minutes

Asset Management

December 2018

India’s entrepreneurial revolution, through the lens of a UK resident

Investors in far-away markets suffer because they are fed information through a lens of how that country is behaving politically in relation to the rest of the world. This tells you virtually nothing about the real outlook.

Read Time: 4 minutes

Asset Management

March 2019

What is ESG Investing?

Abhay Laijawala, Fund Manager, Avendus India ESG Fund in conversation with Melissa Brown, Advisor to the Avendus India ESG Fund and a Board Member of Sustainalytics, a global leader in ESG and corporate governance research and ratings.

View Time: 13 minutes

Asset Management

June 2018

Equity play in a volatile market

Andrew Holland sees the prevalent volatility lasting for at least six months and suggests safe havens to park your wealth.

View Time: 3 minutes

Investment Banking

June 2019

Investing in distress – A gold mine or land mine?

We are witnessing a once in a lifetime fire-sale of assets in India and what makes it exciting is that certain strategic assets can be acquired at a deep discount to its replacement value. Assets that have limited operational issues and are only financial distressed can make for a good acquisition.

Read Time: 6 minutes