BLENDED- RANGOLI

Blended Rangoli strategy follows a blend theme that cherry picks investments from seven distinct strategies managed by Unifi including Spin Off, DVD, Holdco, APJ20, Green, Insider Shadow and BCAD. The objective is to identify the best opportunities arising from emergent themes, corporate actions and the attractiveness of core fundamentals through a bottom up research driven approach. The strategy focuses on identifying value accretive opportunities in businesses where structural growth, valuation attractiveness and corporate catalysts intersect. Spin off opportunities seek value unlocking through demergers and restructuring of businesses. DVD identifies companies trading at deep discounts to intrinsic value due to market inefficiencies. Holdco focuses on holding companies trading at valuation discounts relative to underlying assets. APJ20 invests in emerging businesses in sectors such as specialty chemicals, agriculture and precision manufacturing with expanding market opportunity. Green strategy invests in companies enabling emission control, energy efficiency, water management and waste management. Insider Shadow focuses on companies where promoters or companies have increased shareholding indicating conviction in growth prospects. BCAD targets organized players gaining market share from unorganized sectors. The portfolio typically comprises twenty five to thirty stocks with the top fifteen holdings contributing about seventy five percent of the portfolio exposure. Sector agnostic. Market cap agnostic.