From the research desk
No fixed band to hide behind.
Abakkus Flexi Edge Fund-1 is Abakkus Investment Managers' open ended Category III AIF, a long only flexi cap strategy with no fixed band across large, mid or small cap, each can range from 0% to 100% of the portfolio. The fund follows an explicit list of what it won't do, alongside a defined set of reasons to exit a position.
A stated list of what it won't do
Explicitly rules out chasing price momentum over fundamentals, unnecessary portfolio churn, copying other investors' positions, and businesses with a fractured balance sheet, treating these as much a part of the discipline as what it does buy.
No fixed band across large, mid or small
Unlike a defined multi cap or large-and-mid cap mandate, allocation across large, mid and small cap can each range from 0% to 100% of the portfolio, letting market cap exposure move entirely with where the opportunity is.
Five specific reasons to exit, not a fixed holding period
Positions are sold when fundamentals deteriorate, the original thesis is proven wrong, a position becomes too small to matter, or a better risk reward idea emerges, an explicit exit list rather than a vague long term hold.