Pegasus Trust AIF I
Long-only. Sector agnostic. Structurally robust.
Fund Parameters
| Structure | SEBI Registered Category III AIF |
|---|---|
| Sponsor & Manager | Pegasus Growth LLP |
| Investment Objective | Generate superior returns via quality growth businesses at reasonable valuations. |
| Target Horizon | 5 – 7 Years |
Structural Shifts We Track
India's Manufacturing Sector
Driven by a rapidly changing world order and the strategic imperative to diversify global supply chains, India manufacturing provides multiple levers of growth. A confluence of powerful macro tailwinds: a new wave of Free Trade Agreements (FTAs) and Bilateral Trade Agreements (BTAs) expanding our global market access, and the sustained depreciation of the Indian Rupee against the Chinese RMB, which significantly enhances our export competitiveness. Furthermore, as Artificial Intelligence drives extreme efficiencies within India's traditional IT Services sector, a vast pool of high-quality engineering talent is being unlocked and redirected toward core industrial, aerospace, and precision engineering sectors.
Global Energy Transition & Data Centres
The worldwide pivot toward sustainable power and power intensive Data Centres represents one of the most capital-intensive megatrends of our time. Rather than speculating on utilities or green energy providers, our strategy centres on the critical components and technological providers enabling this shift. Furthermore, the advancement of next-generation nuclear power – particularly the development of Small Modular Reactors (SMRs) and innovations within the thorium fuel cycle – presents generational opportunities. The global manufacturing landscape is undergoing a seismic realignment.
China's Anti-Involution
China has begun unwinding 'Neijuan' or involution. For decades, relentless price wars and excess capacity acted as a global deflation engine. That phase is ending. Beijing is now prioritising profitability, wage stability, and quality of growth through hard supply side reforms. The next cycle favours efficient Indian domestic manufacturers that survived the China onslaught, built resilience, and can now compete on a more balanced playing field.