'Our analysis goes beyond companies' financial statements'

Trideep Bhattacharya needs no introduction. Having worked extensively across developed and emerging equity markets for nearly two decades, he is a seasoned hand at equity investing. After a five-year stint at Axis AMC, Bhattacharya joined Edelweiss Mutual Fund in 2021, where he currently oversees assets worth Rs 20,000 crore across 10 equity schemes. Three funds - Edelweiss Mid Cap Fund, Edelweiss Flexi Cap Fund and Edelweiss Large Cap Fund - are part of our 'Best Buy' and 'Buy' lists. In this interview, Bhattacharya delves into Edelweiss's investment framework and the finer aspects of managing fund portfolios. Here is the edited interaction. Tell us about the 'FAIR' investment framework followed by Edelweiss's equity funds. Can you elaborate upon the forensic analysis framework and give some examples of companies that have been excluded based on it? At Edelweiss Mutual Fund, we have four governing principles: (F)orensics, (A)cceptable price, (I)investment style agnostic and (R)obustness. Together, these principles make us bottom-up stock investors focused on financially sound companies identified through forensic analysis. We invest in companies regardle

This article was originally published on June 05, 2024.