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ITI AIF

PMS Rating

IME PMS Rating

4 of 5 stars

Highly recommended for investors looking for consistent returns with risk adjusted hedging strategies : For investors seeking absolute return long-short strategies, ITI AIF is amongst the best investment options, given the experienced fund manager and better downside protection in the last two major market corrections (IL&FS and the Pandemic) compared to other long-short strategies.

The PMS/AIF AMC Rating is derived on the basis of our analysis on 5 key qualitative parameters that we use to analyse the quality of a PMS/AIF Provider. These include an assessment of the size of the AMC, the pedigree of the AMC, the pedigree of the team, the value of the investment philosophy & the level of differentiation. These insights of our central research team are documented in the IME RMS, and can be accessed during a consultation call with an IME PMS specialist.

PMS Background

Discretionary AUM (cr) | Promoter Category ()

AMC Background

ITI Group offers a bouquet of financial products. Its business verticals include Asset Financing, Asset Management, Institutional Broking and Investment Banking. Promoted by Mr. Sudhir Valia. Mr. Valia is a board member of Sun Pharma. 

AIF is a relatively new area for ITI. The fund (long-short) was commenced in 2018. 

Investment Philosophy

ITI LONG SHORT OBJECTIVE

  • To outperform the Nifty index over a full equity market cycle, while protecting downside during equity market downturns along the way; thus lowering volatility of performance & lowering risks.
  • Fund focus on long term capital appreciation.

ITI LONG SHORT FUND APPROACH

  • Primarily a fundamental driven, stock-picking approach, both on the long and short side.
  • Each “stock-pick” on absolute return merit; contrast to index-hugging.
  • Comprehensive, yet ever-evolving checklist to filter opportunities; a thinking framework.
  • Concurrently, tactical navigation of the portfolio across the market cycle; increasing risk exposure in undervalued/oversold markets & reducing risk exposures in overvalued/overbought markets

Inv Team

Investment Team

PMS/AIF Schemes

PMS & Listed Equity AIF Schemes

No items found

Returns as of 28-Feb-24.

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Details shared on the public website, are only a short snapshot of the more detailed analysis that resides in our Proprietary Research Management Solution (RMS) – A proprietary cloud-based tool, that ensures that the unbiased research insights of our central research team are shared directly with investors.

Our RMS allows us to operate with a level of transparency, ethics & consistency of insights, that is unparrarelled in the industry. Our RM’s will help showcase the PMS/AIF options that are the most suited for your unique requirements.

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Note: PMS AMC & Scheme Reviews and Ratings are based on IME Capital’s Proprietary Review and Rating Methodology (read more here: AMC Rating & Scheme Ratings). These reflect the unbiased views of our central research team, based on our assessment of the investment value of these PMS/AIF strategies for our investors. We follow a highly stringent rating-criteria, where approximately 50% of PMS AMC’s & strategies would be rated 2-star or below (this is not meant to indicate that these funds are not investment-worthy, but that they do not currently fulfill the requirements we focus on for recommending funds to our investors — based on our internal views on the merit of the AMC/strategy relative to peers). Reviews & Ratings are primarily based on research of publicly available information (SEBI disclosures, PMS websites, PMS-aggregation platforms, webinar recording, media interviews etc.) and no explicit consent is required from AMCs for the same. While we endeavour to do further due-diligence via direct interactions with the investment teams of AMCs, this is typically restricted to AMC’s that meet our foundational fund selection criteria (reviews on lower-rated AMCs are often based solely on publicly available information). The views reflected in our Reviews & Ratings, are our independent views and may not be shared by the AMC’s and the investment teams. Please read detailed disclaimer for more.