A strategy that combines
ACCRUAL AND DURATION DEBT STRATEGIES
Through Long Term Dynamic Strategy, we aim to identify mispriced opportunities which aid alpha generation.
This is achieved by investing in instruments having adequate liquidity and limited risk.
A combination of accrual, duration, credit strategies are employed depending on the prevailing market conditions
Investments are made in instruments having adequate liquidity and limited risk
High coupon bonds generate attractive carry income & act as a yield kicker
Tactical duration exposure could significantly improve portfolio alpha
This strategy could potentially deliver tax & expense adjusted returns of ~6.75%
|No exit loads unlike most debt mutual fund schemes|
|Offers flexibility to take concentrated positions in high conviction ideas|
|Investors can create customized portfolios, as opposed to blind pool investing in the case of mutual funds|