Manager Speak

'Our analysis goes beyond companies' financial statements'

Exclusive interaction with Trideep Bhattacharya, CIO - Equities of Edelweiss Asset Management Limited

Exclusive interaction with Trideep Bhattacharya, CIO - Equities of Edelweiss Asset Management Limited

हिंदी में भी पढ़ें read-in-hindi

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.

Fund Advisor

Buy, hold, or switch. Get the call.

How's my portfolio doing? What do I need to fix? Where should I invest next? Fund Advisor answers each one. The Advisor Note every Saturday. A live session with Dhirendra Kumar every second Saturday.

No commissions. No conflicts. Since 1991.

See Plans right-arrow

These are advertorial stories which keeps Value Research free for all. Click here to mark your interest for an ad-free experience in a paid plan

Other Categories