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.
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
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.
