WAVE ASSET PRIVATE LIMITED – Bloom PMS


Key Portfolio Attributes

Name: Wave Bloom PMS

Inception Date: 3/5/2024

Number of stocks: 10

Portfolio Manager’s Name: Ashwin Agarwal

Portfolio Manager’s Experience: 14 years

Portfolio Manager’s Qualification: CFA

Investment Objective

The investment objective of Wave Bloom PMS is to deliver absolute returns.

Investment Strategy

The investment strategy of WAVE BLOOM is to own a focused portfolio of high-quality companies, have a margin of safety on valuations.  Allocation to global equities and gold, tactical hedging.

Investment Philosophy

The investment philosophy of WAVE BLOOM is to invest in high quality companies at reasonable valuations and actively manage position sizing and risk.

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Related Investment(s)

Do Not Simply Invest, Make Informed Decisions

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