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Clearview Long Term Partners Fund

CLEARVIEW CAPITAL ADVISORS PRIVATE LIMITED

29.82 CR AUM

Clearview Long Term Partners Fund

Clearview Long Term Partners Fund

CLEARVIEW CAPITAL ADVISORS PRIVATE LIMITED

29.82 CR AUM

BSE 500 TRI
Benchmark
1yr 4mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
1yr 4mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

vedant bagry

Fund Manager
EQUITYStrategies

Vedant Bagry has more than a decade of experience in the financial services domain across Investment Banking, Broking and Assurance. In his last role, he was working with J.P. Morgan in their Investment Banking division where he was advising top global Private Equity funds and large corporates on acquisitions, divestments and IPOs and was rated the top of his batch. He has been involved in deals totalling over ~US$12bn across financial services and infrastructure sectors. Vedant has an MBA from IIM Calcutta and B. Com (Hons) from St. Xaviers' College, Kolkata. He is also a CFA Charterholder, Chartered Accountant and Company Secretary. Besides investing, Vedant is passionate about reading, travelling, cricket.

Vedant Bagry has more than a decade of experience in the financial services domain across Investment Banking, Broking and Assurance. In his last role, he was working with J.P. Morgan in their Investment Banking division where he was advising top global Private Equity funds and large corporates on acquisitions, divestments and IPOs and was rated the top of his batch. He has been involved in deals totalling over ~US$12bn across financial services and infrastructure sectors. Vedant has an MBA from IIM Calcutta and B. Com (Hons) from St. Xaviers' College, Kolkata. He is also a CFA Charterholder, Chartered Accountant and Company Secretary. Besides investing, Vedant is passionate about reading, travelling, cricket.

Purpose

The primary aim is to attain long-term capital appreciation and optimize risk-adjusted returns through investment is listed equities and mutual funds, in compliance with regulatory guidelines. To achieve this objective. The Portfolio Manager will employ 2 strategies within the scheme: 1. Fundamental Investing 2. Work-outs

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
-10.80%
1M benchmark return
-11.37%
Alpha
0.57%
1M Wealth multiple
0.89x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
-10.80%
1M benchmark return
-11.37%
Alpha
0.57%
1M Wealth multiple
0.89x

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