o3 Special Situation Portfolio PMS

Key Attributes

Inception Date: 1st August 2022

Number of Stocks: 15-20 stocks

Portfolio Manager's Name: Himanshu Upadhyay

Portfolio Manager's Experience: 15+ years of experience

Portfolio Manager's Qualification: Himanshu holds an MBA degree from IIM Kozhikode

Investment Objective

The investment objective of o3 Special Situations Portfolio is to focus of this approach is to invest in small and mid-size companies that have high potential but are available below their intrinsic value.

Portfolio Strategy

The investment strategy of o3 Special Situations Portfolio is to invest in a business with improving prospects resulting in a visible change in operating parameters. The improving prospects can be because of

  • change in the outlook for the industry,
  • impact of change in regulations,
  • corporate restructuring or change in the management,
  • increased demand for the products of the industry,
  • company having won new business or customers,
  • new capacities coming for the company, etc.

Portfolio Philosophy

The investment philosophy of o3 Special Situations Portfolio is focus on earnings growth, & competitive position, philosophy of  investing in turnaround situations.

Do Not Simply Invest, Make Informed Decisions


imageBook a call with our PMS AIF Specialists

Do Not Simply Invest, Make Informed Decisions

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