The Unifi Blended Rangoli Fund is a flexi-cap portfolio that strategically selects top opportunities from Unifi’s seven thematic strategies. This approach aims to leverage emergent themes, corporate actions, and strong core fundamentals to achieve superior risk-adjusted returns.
Investment Strategy
The fund employs a concentrated thematic investment strategy, selecting the most promising opportunities from Unifi’s seven thematic strategies: Spin-off, Deep Value, Hold Co, APJ20, Green, Insider Shadow, and BCAD. The portfolio typically comprises 15-20 holdings, focusing on companies poised to benefit from unique market situations and strong fundamentals.
Key Differentiators
Unifi’s Rangoli Fund distinguishes itself by:
- Cherry-picking the best opportunities across multiple thematic strategies, creating a diversified yet focused portfolio.
- Maintaining a concentrated portfolio of 15-20 holdings, allowing for meaningful investment in high-conviction ideas.
- Leveraging Unifi’s expertise in identifying niche opportunities arising from corporate actions, emergent themes, and deep value situations.
Investment Philosophy & Selection Criteria
The fund’s investment philosophy centers on identifying companies that exhibit:
- Strong core fundamentals, including robust financial health and competitive positioning.
- Potential to benefit from emergent themes and corporate actions that can unlock significant value.
- Alignment with one or more of Unifi’s thematic strategies, ensuring a strategic fit within the portfolio.
Fund Structure & Key Terms
The Unifi Blended Rangoli Fund operates as a flexi-cap strategy, providing the flexibility to invest across market capitalizations. The fund’s structure allows for dynamic allocation based on the evolving landscape of thematic opportunities, ensuring adaptability and responsiveness to market conditions.