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 Core Value Regular 14 May 20191151.739.60%35.23%22.44%20.49%-20.69%
BugleRock Capital Core Value Concentrated 15 Apr 20191151.728.10%29.32%18.24%18.29%-17.56%
BugleRock Capital Thematic Opportunities 01 Jan 1970-34.76%----26.03%
BugleRock Capital Special Situations 08 Jan 2022-64.79%----58.55%

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