QED Capital - Alphabets

QED Capital - Alphabets

EQUITY MID & SMALL CAP
Systematically blends momentum, volatility, and trend to avoid behavioral biases, using a disciplined investment process.
+15.02%
3Y annualised returns
+13.46%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
01 Apr '21
Total AUM
₹19.90Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity92.9%
Cash6.0%
₹20Cr
Equity market cap split
Mid Cap52.7%
Small Cap31.9%
Large Cap11.1%
₹18Cr
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
3.00%
PMS management

AT
Anish Teli
Fund Manager & Independent Investor
View details

About
Anish has been a successful investor in Indian equity markets for over 15 years. He has worked in senior positions with Private Equity Funds managed by ICICI Venture (AUM over $2 bn) and Morgan Stanley Private Equity Asia (MSPEA) (has invested over $2.6 bn across Asia) for over 10 years. At MSPEA he was a Voting Member of Investment Committee of MSPEA-­‐III -­‐ $1.25 bn third party fund. This committee took decisions on investments across China, India, Korea, Japan and other South East Asian Markets. During this time he continued to evaluate opportunities in the listed equity space also. In 2011 he became an independent investor and focused on listed Indian equity markets. He also conducted research and developed quantitative trading systems and has been using them successfully since 2012. Anish is a rank holding Chartered Accountant and an MBA from the Indian School of Business, Hyderabad.
Experience
Over 15 years in Indian equity markets, including more than 10 years in senior private equity roles.
Investment philosophy
Expertise in Indian equity markets, private equity, and quantitative trading systems.
Previously worked at
  • ICICI Venture
  • Morgan Stanley Private Equity Asia
  • Indian School of Business
Awards
  • Served as a Voting Member on an investment committee for a $1.25 bn fund overseeing investments across Asia. Successfully developed and has been using quantitative trading systems since 2012. He is a rank-holding Chartered Accountant and an MBA from ISB.
PMS house
QED Capital Advisors LLP
QED Capital Advisors LLP
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