Shift Strategy

SHIFT Strategy is a long-only, multi-cap thematic strategy designed to capture two structural decadal shifts presenting large wealth creation opportunities in:

Tech evolution empowered by digital & SAAS platform with Indian companies at the forefront

Manufacturing led by a conducive regulatory and global environment (China +1 and Atma Nirbhar)

• Awarded BEST PMS on Absolute Return & BEST Theme Identification
• Mr. Manoj Bahety has over 26 years of rich & diverse financial services experience having worked with marquee institutions including Edelweiss Securities, Morgan Stanley &, etc.
• India foresees a ~USD 500 bn manufacturing opportunity and ~USD 90 bn digital opportunity over the next 5 years.