About
Process
Fund
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GenInnov Thoughts
Our Innovation Age
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About
Fund
GenInnov Thoughts
LC GenInnov Global Innovation Fund
A global, long-only & thematically diverse innovation fund investing in 30-40 companies that are poised to win with the exploding pace of innovation in the GenAI era
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FUND DETAILS
Fund Structure
Risk mitigation
Portfolio Weightage
~50%
Prime Innovators
~50% weight in portfolio.
Trustworthy, industry leaders, estd. & profitable innovations.
Sensibly valued.
6-8 stocks.
~25%
Specky Diamonds
~25% weight in portfolio.
Qualitatively like prime innovators.
Blemishes like lofty valuations, unproven leaderships, financial imperfections.
6-8 stocks.
~17%
Bold Bets
~17% weight in portfolio.
Daring bets.
High potential, but with risks.
6-8 stocks.
~8%
Future Frontier
~8% weight in portfolio.
Early stage disruptors, trailblazers.
Execution risk.
6-8 stocks.
RISK MITIGATION
Portfolio Weightage
~50%
~25%
~17%
~8%
Prime Innovators
~50% weight in portfolio.
Trustworthy, industry leaders, estd. & profitable innovations.
Sensibly valued.
6-8 stocks.
~50%
~25%
~17%
~8%
Specky Diamonds
~25% weight in portfolio.
Qualitatively like prime innovators.
Blemishes like lofty valuations, unproven leaderships, financial imperfections.
6-8 stocks.
~50%
~25%
~17%
~8%
Bold Bets
~17% weight in portfolio.
Daring bets.
High potential, but with risks.
6-8 stocks.
~50%
~25%
~17%
~8%
Future Frontier
~8% weight in portfolio.
Early stage disruptors, trailblazers.
Execution risk.
6-8 stocks.
Articles on innovation
Our Latest Articles
Nilesh Jasani
·
February 13, 2025
Standing Up for Long-Only
Sensible investing is important in the ongoing, low-visibility innovation era
Nilesh Jasani
·
February 11, 2025
Outsiders vs Insiders: Where to Expect the Unexpected
Drawing from our experience, we explore where outsiders can drive innovation and where deep domain expertise remains the key to breakthroughs.
Nilesh Jasani
·
February 4, 2025
Machines Building Machines: AI’s Accelerating Path
AI isn’t just learning—it’s teaching, building, and improving itself at lightning speed. Soon, the circularity will spread beyond text models
View More
Stay Informed with GenInnov
Stay ahead with the latest insights and updates on generative innovation and market trends.
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