ASK Investment Managers- Emerging Opportunities Portfolio (EOP)

Key Attributes

Inception Date: 24th August 2017

Number of stocks: 25-30

Executive Director, ASK Group: Mr. Bharat Shah

Business Head & CIO: Mr. Prateek Agrawal

Portfolio Manager: Mr. Anant Jalan

Portfolio Manager's Experience: 15 Years

Portfolio Manager's Qualification: Mr. Jalan graduated Summa Cum Laude with top honours from the University of Pennsylvania with a double degree – Bachelor of Science in Economics (concentrations in Finance & Accounting) from the Wharton School and Bachelor of Science in Engineering (major in Computer Science Engineering) from the School of Engineering & Applied Sciences in 2005

Investment Objective

The fund is designed to build a concentrated portfolio of quality businesses across range of market capitalization (Large, Mid and Small cap) that have superior long-term compounding potential.

Portfolio Strategy

The fund follows a Buy & Hold strategy (with minimal churn) whereby it invests in businesses with a large competitive advantage & capital efficiency in industries with a large size of opportunity, that offer superior growth over long period of time.

The portfolio approach is a differentiated and disciplined investment philosophy with focus on preservation of capital and appreciation of capital through long term Investments in high growth businesses- quality companies with strong growth prospects.

QUALITY, RISK, CONSISTENCY ANALYSIS

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