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Home     Know Us     Investment Philosophy

Investment Philosophy

It’s important to have a process behind managing money and it’s equally important for you to know that.

  • Equity
  • Fixed Income

Equity

We manage your money with a FAIR process and philosophy.


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  • Forensics
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  • Acceptable Price
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  • Investment Style Agnostic
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  • Robustness

Our philosophy while managing your money

Our FAIR investment framework helps in identifying robust and clean businesses available at acceptable prices without being biased toward either value or growth investing styles.


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    Forensics

  • Use forensic framework to check accounting quality, board governance standards and ownership background
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    Acceptable price

  • Emphasize reasonably priced businesses with earnings power over the medium term, rather than focusing on the short term
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    Investment Style Agnostic

  • Emphasize investing in strong businesses capable of delivering long-term returns, while remaining agnostic to value or growth investing styles.
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    Robustness

  • Pick well managed businesses having scalable opportunities and superior return on capital employed

Fixed Income

We manage your money with a CLEAR process and philosophy.


  • Avoid Credit risk
  • Ensure Liquidity
  • Ensure synergy with the Edelweiss principles
  • Actively manage funds with care and in line with the investment mandate
  • Maintain the perfect balance between Risk and Reward

Our Investment Pillars

Detailed and extensive research is very important while investing money in fixed income.Our investment mantra spells this out.


    Macro Analysis

  • We take an overall view of growth of the country, read elements like interest rates and inflation. This helps us decide which maturity segment of the fixed income market has a better reward for risk at the moment.

    Asset Allocation

  • We diversify to reduce risk and manage liquidity smartly to meet liquidity needs of our investors even during the most difficult market conditions.

    Valuation Analysis

  • We study the trend of interest rate movements and the credit quality of the bonds to identify where the value lies.

    Portfolio Monitoring

  • We stick to our investment philosophy in a disciplined manner and constantly monitor our investments to identify and correct any deviations. We also learn from our mistakes and keep revisiting our investment process.

MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.