Launching ASK Emerging Opportunities Fund – Series II?
? A Cat III Close Ended Long Only Flexi-cap Alternative Investment Fund
? Why ASK Emerging opportunities Fund?
? A Flexicap Portfolio Strategy with a Mid-cap bias.
? During High GDP Growth Environment, Proven Mid sized businesses have delivered significantly better returns for shareholders.
? Benefit of Staggering commitment (over next 6-8months) to capture market volatility.
? Strong Focus on portfolio research methodology & filtration process. High ROCE & EPS Growth take precedence.
? Quantitative & Qualitative filters embedded into the strategy.
? Investment Strategy
? Aims to capture businesses which are beneficiaries of Structural changes.
Eg: Speciality Chemicals (Driver being China+1, R&D, Cost),
Manufacturing (Driver being PLI initiative by Govt).
Sunrise industries like Diagnoists, Digitization.
? Flexi-Cap Strategy which offers better risk adjusted returns.
? Identified Model Portfolio has minimal Stock Overlap with existing strategies in same category.
? Key Features
?Long Only Equity Strategy with Focus on Capital Appreciation & Capital Preservation.
? 25 stocks Portfolio strategy.
? Focus on Financials, consumers, Speciality Chemicals & Manufacturing which are beneficiaries of the economic shift in India.
Midcap’s identified & invested by ASK in last decade have become today’s Largecap like Bajaj Finance, Bajaj Finserv, Astral, Page Industries, PI Industries to name a few.