O3 Capital is a mid-market investment bank, providing financial and strategic advice to our clients. Our firm is built simply on two core businesses – Corporate Finance and Alternate Asset Management. They bring a unique combination of insights, expertise and innovations, enabling them to address their clients’ most challenging assignments. Their teams are based out of Bangalore and Mumbai, India.

PMS Product Performance

Company Name /
Product Name		 Date of inception AUM 1y return 2y return 3y return 5y return 10y return Since inception return
BugleRock Capital Pvt Ltd Growth Opportunities Portfolio 16 Nov 20222.6120.17%2.84%12.28%--9.39%
BugleRock Capital Pvt Ltd Special Situations Portfolio 01 Aug 20228116.30%2.86%23.81%--25.87%
BugleRock Capital Pvt Ltd Core Value Strategy Regular Option 14 May 20191139.9210.75%6.17%16.16%15.60%-15.17%
BugleRock Capital Pvt Ltd Core Value Strategy Concentrated Option 15 Apr 2019159.79.93%7.91%15.48%13.78%-13.83%

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