360 ONE Multicap Advantage PMS
Fund Snapshot
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Purpose
The objective of the investment approach is to generate long-term capital appreciation for
investors from a portfolio of equity and equity-related securities. The investment strategy is to invest in a portfolio following the SCDV framework (Secular, Cyclical, Defensives, Value Trap), wherein it invests a large proportion of the portfolio in quality Secular growth companies, which are long-term compounding stories. Rest of the portfolio is invested across quality Cyclicals and Defensives while maintaining underweight allocation in Value traps. Portfolio construction across these three quadrants enables us to enhance diversification even with limited number of stocks. The strategy also uses Put options to hedge portfolio of the investors against market downfalls.
How They Invest
They mix knowing the local market well with keeping up with what's happening on the ground. Their way of investing is based on complete research and a strict, scientific way of making choices. With a lot of skill in all kinds of assets, 360 ONE creates investment plans to beat the market while keeping risks in check. Their creative investment ideas are provided through top-notch investment choices made for what the client wants.
Philosophy
A fair way of handling assets is how 360 ONE works. Based on trust, openness, and teamwork, these ideas have been with them from the start and still influence how they do things. The investment way is supported by a strong risk management system to get results that are reliable.
The 360 ONE group is mostly owned by the employees. This setup lets workers act like owners and take responsibility. Their investment advantage comes from a tough and skilled team that's good at spotting great chances. Investors get experts with strong local knowledge, who usually invest for the long term.
Cut Out the Noise, Focus on What Works
There's always a lot of chatter about the market—predictions, opinions, and trends that confuse more than they help. AltPort Funds ignores the noise and focuses on a proven system that works. By focusing on quality, being consistent, and controlling risk, we help you avoid making rash decisions. This helps your portfolio grow steadily without getting sidetracked by temporary hype.
