Special Situations
Positions taken where a corporate event, not a growth forecast, creates the mispricing: demergers, open offers, index exclusions and post-litigation overhangs. Every position carries a written exit condition and a maximum holding period agreed before it is taken.
Stock Picks
8–12
Intended horizon
12–24 months
Reference index
Nifty Midcap 150
Four tests a position has to pass.
A dated, identifiable event — not a story about one — driving the re-rating.
A written exit condition and maximum holding period recorded before entry.
Enough traded volume to exit the position inside five sessions.
A downside case we can live with if the event does not happen at all.
Rumoured or unannounced corporate actions.
Situations where our exit depends on finding a more optimistic buyer.
Anything requiring leverage or derivatives.
This mandate has no published performance history.
Copernicus Hillview is a young firm. Returns will be reported from each client mandate's own inception date, against the reference index above, once a full financial year is complete.
We will not publish back-tested, model or composite figures in the meantime. What you can examine today is the research: read the published notes and judge the reasoning directly.
Nothing on this page is a recommendation to buy or sell any security, or an assurance of return. Equity investments carry risk of capital loss. Minimums and terms are indicative and confirmed in the advisory agreement.