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Paterson
Delta
Fund

Invest in multiple mega value-shifts at an early stage and ride the wave to maturity.

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What It Is

Paterson Delta Fund is designed to capture long term trends. Delta means change; and we define it as the shift of value from one place to another.`

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We play multiple themes in the portfolio, typically capturing them in the growth phase - once the initial hype is over and potential for sustenance is established.

Key Information

Asset Class

Inception Date

Minimum Investment

Fees

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Equity

April 1, 2024

Rs. 50 lakh

2% per anum

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Behind the Scenes Access

At Paterson PMS, we give clients an intimate view of what's going on with their money. We'll take you behind the scenes on our investment committees and share our investment theses with you.

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