Globe Value portfolio aims at investing in stocks that have good value & future growth prospects through a multicap strategy with active management and use of various derivatives with a view to optimize the yield of the portfolio.
Globe Arbitrage Portfolio primarily aims at generating high returns by exploiting market inefficiencies and other low risk opportunities by using various derivative strategies such as Cash Future Arbitrage, Covered Calls, Covered Puts, Index Arbitrage, Open Offer Arbitrage Opportunities in case of takeover, De-listing.
Portfolio Structuring based on investor’s profile.
Understanding of risk appetite & expectation
Investment horizon & Liquidity requirements
Idea generation, evaluation & back testing
Presentation to Investment Committee & execution
Monitoring & risk management
Exit strategy
Monthly reports with Portfolio Statements & Valuations
Regular interaction with customers to optimize performance
Annual tax reports
