Edelweiss Financial services limited – Portfolio Management Services (PMS)

Edelweiss Public Alternatives functions as an investment management entity and is affiliated with the Edelweiss Group. Our investment philosophy is predicated on the observation that businesses, akin to broader market dynamics, exhibit cyclical patterns characterized by two primary stages. These are the transformation from a "Good" to a "Great" state, where a company achieves substantial scale and market appreciation, followed by a transition from "Great" to "Good." As fiduciaries responsible for managing client capital, our investment strategy prioritizes acquiring stakes in companies during their "Good-to-Great" growth trajectory, a principle guiding our BUY decisions. Concurrently, our mandate extends to safeguarding client assets by mitigating significant capital erosion associated with the "Great-to-Good" downturn. This capital preservation imperative underpins our SELL or REFRAIN discipline.