UNIFI

UNIFI Capital, a specialized Portfolio Management company offering innovative investment strategies with superior risk adjusted returns. Thematic investment styles are designed around niche investment opportunities that exist in the Indian capital markets. Usually such specialties offer limited scope for scale-up in terms of the capital and deploy effectively. The focus is always upon discovering and taking advantage of an insight that can provide the edge, and then adding layers of research and due diligence to construct a portfolio. Unifi is essentially a value investor in growth businesses, place Value first but always also demand growth potential in a business portfolio holds. Unifi believe that stock performance, particularly in mid and small firms, needs a catalyst; and often the best catalyst is an attractive price combined with growth.

Fund Managers at UNIFI Capital

Mr. Sarath K. Reddy

CIO

SARATH K. REDDY CHIEF INVESTMENT OFFICER ,In a career spanning 25 years, Mr. Sarath Reddy has lead a variety of functions in the field of Investments. Having started his career in Mumbai with Standard Chartered Bank, he took the first opportunity that came along to turn into an entrepreneur. Mr.SARATH K. REDDY along with highly experienced team of professionals founded Unifi Capital in 2001 . As a Chief Investment Officer, he works very closely with the research analysts and fund management team.

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Mr. Saravanan V.N.

Fund Manager

SARAVANAN V.N. FUND MANAGER .Saravanan is a Chartered Accountant with 16+ years of experience in equity research, corporate finance, auditing and taxation. Mr.Saravanan has been with Unifi for the last 9 years and currently tracks pharmaceuticals, NBFC and domestic debt markets. Additional responsibilities include advising on debt fund investments, hedging and arbitrage opportunities. His prior experience includes 3 years of articleship in PWC, 2 years in ICICI Bank Corporate Banking division. Saravanan manages Event arbitrage fund and AIF High yield fund.

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Mr. Baidik Sarkar

Fund Manager

BAIDIK SARKAR. FUND MANAGER.Baidik is a Chartered Accountant with 12+ years of experience in consulting, corporate finance and equity research. Mr.Baidik Sarkar has been with UNIFI for last 10 years and currently handles equity research across IT, real-estate and the agricultural sector and also assists the CIO in managing the company’s Spin Off and APJ fund. Prior to UNIFI Mr. Baidik worked as a Strategy Consultant with the Government Reforms and Institutional Development arm of Pricewaterhouse Coopers -PWC.

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Strategy

BLEND - Thematic

Unifi Capital actively manages six bottom up equity strategies that sift through opportunities across the breadth of the markets. Across the funds, the mandate is to participate in opportunities that arise from a mix of emergent themes, corporate actions and of course attractiveness of core fundamentals. The objective of all the respective funds under management is to deliver superior risk adjusted returns from an absolute perspective.The Blended –Rangoli Portfolio Strategy is a passive style of investing which relies on the fund manager’s discretion of choosing the best opportunities from UNIFI’s thematic fund universe in a dynamically changing investment universe. Investments under this fund will be cherry picked from across the portfolio of companies that Unifi manages across each of the 6 distinct funds it manages. In effect, the endeavor is to be able to identify the “the best of the best”.

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SECTOR TREND - LARGE CAP - Thematic

A historical analysis of market performance suggests that the broader indices at any given point in time are driven by a few sectors; each a function of its exclusive set of headwinds and tailwinds. Thus, an investment in the right sector at the right time is a definite means of earning superior returns over the benchmark indices. The underlying driver of this style is to align with sectors and companies that are in the favourable end of the business cycle and underweighting sectors facing industry head winds. The portfolio will largely (>85%) consist of companies within the blue chip universe of BSE200 while the fund management strategy is aligned with identifying and participating in growth as defined by (a) visibility of medium to long term earnings, (b) strong balance sheet metrics, (c) competitive MOAT and, (d) how the risk/reward is positioned at existing valuations. The fund manager at any given point in time reserves the flexibility to participate in an opportunity outside of BSE200 (not exceeding 15% of the portfolio) that is backed by in-house fundamental conviction.

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