Decoding Long-Short Strategies, Emerging Asset Classes & Gift City скачать в хорошем качестве

Decoding Long-Short Strategies, Emerging Asset Classes & Gift City

Key insights from the conversation with Andrew Holland, one of the most respected voices in India’s alternatives space. 1️⃣ Long–Short = Equity Plus Returns with Equity Minus Risk These strategies combine a core long portfolio with hedges and tactical shorts. They aim to fall far less than the market during corrections, yet still participate strongly when markets recover. 2️⃣ Leverage Can Reduce Risk (Not Increase It) Leverage is used selectively to enhance upside when the risk‑reward improves. Hedges and options help protect the portfolio during uncertain periods. This mix of protection + tactical participation is what drives alpha. 3️⃣ Big Tax Advantages for Both NRIs & Resident Indians NRIs: Gift City funds are not taxed in India, making it the most tax optimal way to invest in India for NRIs and foreign nationals. Resident Indians: The new Specialised Investment Funds (SIFs) offer mutual‑fund‑style taxation and lower entry thresholds — a major improvement over CAT III AIF taxation. These recent changes make sophisticated, risk‑managed strategies far more accessible. DISCLAIMER : The information contained in this video is provided for general informational and educational purposes only and does not constitute financial, investment, tax, legal, or other professional advice. Neither Kalpvriksh Capital, Fermat Prime nor its affiliates make any representation or warranty, express or implied, as to the accuracy, completeness, or reliability of the information presented. Any opinions expressed are solely those of the speakers and do not necessarily reflect the views of Kalpvriksh Capital or its affiliates. Viewers should not act upon the information contained herein without seeking appropriate professional advice. Distribution of this video may be restricted by law in certain jurisdictions, and it is the responsibility of the viewer to ensure compliance with applicable laws and regulations. Past performance is not indicative of future results, and no assurance can be given that any investment strategy or outlook discussed will prove profitable.