Edelweiss Financial services limited – Portfolio Management Services (PMS)

Edelweiss Public Alternatives is an investment management business and a part of the Edelweiss Group. We believe businesses, like everything, are cyclical and have two distinct phases. They go from Good-to-Great (1), become big, expensive, loved by all; then they go from Great-to-Good (2).As investment managers of our clients’ assets, we want to own businesses in the Good-to-Great phase: our BUY discipline. But our job doesn’t end there. We want to protect capital by avoiding the massive losses of mind and money that Great-to-Good phases bring. This is our Sell or Say NO discipline.

Strategies

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Investment Strategies & Performance

Alternative Investment Funds (AIF)

Edelweiss Financial services limited Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

Catalyst Opportunities Fund

Long Only 1.62% 8.39% 10.58% Jun 2018

Alternative Equity Scheme

Long Short -4.88% 5.63% 3.32% Aug 2014

Consumer Trends Fund

Long Short 4.93% 14.38% Apr 2021

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr. Gautam Berry

Fund Manager

CFA Charter holder, MS in Finance from University of Illinois, Urbana-Champaign, and Bachelor of Engineering from University of Mumbai . Over a decade of experience across research, trading, operations, and spearheading processes for new fund launches .Worked with one of India’s First AIF Start up

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Regulatory Information

SEBI Registration: IN/AIF3/12-13/0004

Registered Office: Edelweiss House, Windsor Ln, Kolivery Village, MMRDA Area, Kalina, Santacruz East, Mumbai, Maharashtra 400098

Disclaimer

This profile is provided for general informational purposes only and is based on publicly available information, regulatory disclosures, and independent research. While reasonable care is taken, the content may not always reflect the latest updates.

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)