BugleRock Capital Thematic Opportunities Portfolio PMS

The investment objective of BugleRock Capital Thematic Opportunities Portfolio is a top-down, theme-based investment approach that seeks to benefit from investing in the “quality companies” in the sectors selected based on the investment themes that we believe will play out in India over the next several years.

The investment strategy of BugleRock Capital Thematic Opportunities Portfolio is to identifying the investment themes, both for the medium term (3-5 years), and the long term (at least a decade)

• Then identifying the industry sectors that would benefit from the fructification of these themes.
• Based on the above, the portfolio has companies from any or all the following categories

A Clear Market Leader with a dominant market position and expected to remain competitive in the foreseeable future

• A Strong Contender is defined as the company apart from number one, that has grown

faster and/or is expected to grow faster in earnings compared to peer set over the next 2 years

• A Dark Horse is a company, other than a market leader, which is capable of disproportionately benefitting from the way the industry is shaping up.

The investment philosophy of BugleRock Capital Thematic Opportunities Portfolio is seeks to invest in companies in the sectors selected based on the investment themes that we believe will play out in India over the next several years. The themes are manufacturing & infrastructure (medium-term) and consumption (long-term).