Investment Overview
Strategy Description
• Usha Fund is a Long/Short Thematic Global Equity Income strategy. We believe that investing in companies with enduring business models and the ability to pay sustainable, growing dividends leads to long-term outperformance. Thematically, we invest in publicly traded global equities, with asset–backed revenue models. These parallel the universe of investments, typically found in a portfolio of illiquid investment structures. Our themes are
• The strategy invests in a portfolio of high conviction equities most likely to benefit from the tail winds of enduring, relevant, and actionable themes. These global equities will have high ESG and sustainability ratings, with paying dividends and quantitative exposure to quality and value factors.
• Usha Fund selects companies with recurring, asset-backed revenue models, providing a liquid alternative to illiquid investing structures like PE (e.g infrastructure, real estate and logistics via listed equities.)
• The Usha Fund investment team brings 44 years of investment experience spanning the entire capital structure from global macro, sell-side fundamental research to distressed debt. The proprietary sell-side fundamental research was selected to provide research to three Tier I investment banks by independent monitors under the Wall Street Settlement. It is this industry recognized research which drives the investment thesis of Usha Fund.
