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Hedge Fund
Usha Fund Performance Update July 2021
Long/Short Global Equity Income Fund
Usha Fund’s thematic focus on infrastructure, logistics, value technology and health care via equities with asset backed revenues should benefit from current market landscape, including potential for price inflation and the rotation from Momentum to Value factor. We believe our core holdings remain significantly undervalued, hence the portfolio should perform well in most scenarios, barring systemic risk.