ASK Golden Decade Fund Long Only Category III AIF


Key Portfolio Attributes

Mr. Bharat Shah

Fund Category: Long-only Category III AIF

Structure: Close ended, Long-only Category III, Alternative Investment Fund

Term: 4 years (from date of Final Closing), may be extended up to 2 years with necessary approvals

No. of stocks: Around 25

Fund Manager's Name: ASK Investment Managers Limited

Executive Director, ASK Group: Mr. Bharat Shah

Investment Objective

ASK Golden Decade Fund is a close-ended, long-only Category III AIF, which aims to build a portfolio of businesses representing quality and superior long-term compounding potential, across market capitalizations. The key investment objectives of ASK Golden Cat III AIF are capital preservation & capital appreciation over a long period of time. This can be achieved through Long term Investments in high-quality companies with strong growth prospects.

Investment Philosophy

The main reasons why one should invest in ASK Golden Cat III AIF are:

• A pure bottom up, buy & hold multi cap strategy of around 25 high quality companies

• A fitting confluence of Quality, Valuation and Time: 3 main drivers for compounding wealth

• Positioned to capitalize on the impending value migration opportunities in India

• Key beneficiaries of the economic shift in India: Financials, Consumer Durables, Manufacturing, Chemicals etc

Investment Attributes

The investment attributes of ASK Golden Decade AIF are:

Size of the Opportunity

• Size of pond v/s size of fish
• Dominance
• Resilience
• Liquidity

Earnings Growth

• Quantum
• Consistency
• Durability
• Predating (Early v/s Later)
• Compounding power

Quality of the business

• High quality of business (Superior RoCE)
• Strong moat. Impregnability
• Sustainability
• Key pivot of strong wealth creation

Value

• Favorable Price-Value Gap
• Margin of safety

Investment Methodology

The portfolio research methodology & filtration of ASK Golden Cat III AIF can be explained by the following graphic:

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

imageBook a call with our PMS AIF Specialists

Do Not Simply Invest, Make Informed Decisions

Subscribe To Our Newsletter

Stay informed with our latest updates. Subscribe to our newsletter for exclusive content, news, and valuable insights.