- The domestic and global economic environment will always be faced with
constant change and often even times of adversity. Rather than looking upon this negatively, investors can seek out unique investing opportunities in such times.
- These challenges or special situations can be
company or industry specific or even macro-economic or global. Business restructuring to innovative disruption or regulatory changes and even global crises such as pandemics or war like situations are some of the examples.
- These special situations
can open up unique investing opportunities – such as stocks available at low valuations, emergence of new categories etc.
- Being
able to identify these unique opportunities though
requires considerable expertise
-
Thematic funds catering to ‘special situations’ theme is your ‘go-to’ here. These funds identify opportunities and build a focused portfolio of stocks that can grow from these opportunities
-
Aditya Birla Sun Life Special Opportunities Fund is an open-ended thematic equity-oriented fund that invests according to the
special situations theme. It seeks out investable opportunities by identifying special situations and stocks that can benefit from these situations.
- The fund seeks to earn capital growth over a long-term investing period