A Fireside Chat was hosted with the Fund Manager from Altiva (Edelweiss Asset Management Ltd.) to discuss Specialized Investment Funds (SIFs), a new asset class offering greater flexibility in portfolio construction and market exposure. The discussion highlighted how SIFs bridge the gap between mutual funds and PMS, enabling strategies such as long-short, arbitrage, and covered calls while offering a more tax-efficient structure than PMS. The session emphasized that derivatives are a tool, not the strategy itself, and that disciplined portfolio construction, calibrated risk-taking, and thoughtful use of flexibility can help investors pursue higher risk-adjusted returns without necessarily taking higher risk.

Link to the full conversation: https://youtu.be/nodPMSfnZQ4?si=rQ6BToUSeU0K4r7G