NFTY - IOPP: Investing In India With A Hedge Fund Manager
2024-04-02 12:52:26 ET
Summary
- Simplify Tara India Opportunities ETF is an actively managed ETF that aims to outperform the MSCI India index.
- The ETF is managed by System Two Advisors, partnership registered as an investment adviser that advises several India-focused hedge funds.
- IOPP has a concentrated portfolio of high-conviction ideas and focuses on the growth of the middle-class consumer in India.
- Manager risk and concentration risk are major factors to consider with IOPP.
- IOPP earned a "buy" rating from me as I am, so far, impressed with the security selection and investment philosophy of the advisors, which I delve into in this article.
Introduction
Simplify has been on a tear with its ETF lineup, releasing several funds that have captured the attention of investors. One that has gone under the radar, not for any particular reason as far as I can tell, is the Simplify Tara India Opportunities ETF ( IOPP )....
IOPP: Investing In India With A Hedge Fund Manager