Negen Special Situations & Dynamic Allocation Strategy

Negen Capital Services Private Limited PMS follows a special situations and dynamic allocation strategy that focuses on identifying undervalued opportunities created by market inefficiencies and corporate events. The investment philosophy is rooted in value investing where the objective is to identify good businesses available at attractive valuations through event driven triggers. The strategy actively seeks opportunities arising from mergers, demergers, open offers, promoter changes, reverse mergers and restructuring events where institutional selling or structural changes may temporarily distort valuations. A common opportunity arises when a conglomerate spins out a non core unit through a demerger where institutional investors may sell due to mandate restrictions, resulting in the stock listing below fair value. The strategy builds a diversified basket of such opportunities and waits patiently for value realization as the corporate event unfolds and market participants reassess intrinsic value. Capital deployment is gradual to manage near term volatility and maintain margin of safety while identifying fresh ideas rather than chasing stocks that have already run up significantly. Portfolio construction may also include selective allocation to REITs, InvITs and exchange traded funds including commodity ETFs to capture tactical opportunities alongside equities. Sector agnostic and market cap agnostic.