Hybrid SIFs

This investment approach seeks to balance growth, income, and risk management through a diversified portfolio with flexible allocations across equity and equity-related instruments (25%–75%), debt and money market instruments (25%– 75%), unhedged derivative short positions in equity and debt (0%–25%), REITs/InVITs (0%–20%), and hedged positions in equity and debt (0%–100%). By dynamically adjusting allocations based on market conditions, economic outlook, and rigorous asset selection, the strategy emphasizes high-quality equities, investment-grade debt, and stable REITs/InVITs, while utilizing hedging and derivatives to mitigate volatility and capitalize on opportunities. Diversification, active risk management, and periodic rebalancing ensure resilience and adaptability, aiming for long-term capital appreciation and income generation within a disciplined framework.