OAKS ABC Equity Portfolio

Key Attributes

Inception Date: 28th January 2021

Number of stocks: ~15

Fund Manager Name: Mr. Debashish Bose

Fund Manager Experience: Over two decades of experience in investments across asset mgmt., wealth mgmt., institutional equities, and global macro research

Fund Manager Qualification: PGDM from IIM Calcutta (2000) and B.E (Mechanical Engineering) from NITK, Suratkal (1998)

Investment Objective

Capture select transformative trends which are currently undervalued & under-owned, via a concentrated portfolio of Indian equities and manage it with an absolute return orientation.

Portfolio Strategy

Identify 3-5 key trends and create a portfolio of ~15 stocks to capture the same. Customize portfolio as per timing of subscription.

Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION

Do Not Simply Invest, Make Informed Decisions

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