Fund Snapshot
| Year of Inception | |
| Number of Stocks | 15-20 |
| Investment Horizon | 3-5 years |
| Fund Managers | Anup Maheswari & Mitul Patel |
Investment Philosophy
360 One Phoenix provides a complete analysis of any company’s fundamentals while also factoring in unexpected changes to the fundamental data. This involves using proprietary algorithms and complicated statistical models. 360 One Phoenix PMS’s investment approach is to invest in a portfolio that follows the SCDV framework (Secular, Cyclical, Defensives, Value Trap), which invests in companies with long-term track records that have been impacted by short-term cycles.
Businesses are susceptible to disruption or setbacks for a variety of reasons. Firms respond to sensible strategic, organisational, operational, and financial recommendations to keep business going. The investment manager would seek to invest in such opportunities with long-term mean-reverting capacity, significantly improving fundamentals. Portfolio construction should have higher concentration levels throughout the three quadrants: Cyclical, Defensive, and Value Trap, where portfolio securities may develop a trajectory of PAT and ROE growth to move into the Secular quadrant.
Investment Experts
They work with investment experts who are educated and experienced in the industry, and they adhere to their core values of value, honesty, and trust. They provide significant alpha above the index or conventional mutual fund norms by exploiting market inefficiencies inaccessible to retail investors.
Transparency
Their fees and management fee structure are straightforward and less expensive than the typical equity mutual fund’s expense ratio. Their investors can reap the maximum benefit of competent and ethical portfolio management when they have this degree of transparency and customisation.
Investment Strategy
The 360 One Phoenix Portfolio is a proposed investment strategy that seeks to assemble a portfolio of businesses with a proven track record, some of which have the potential for significant progress in fundamentals in the future.
Unique Feature
This firm prefers performance-based pay over fixed management fees for some of its funds. With insights, expertise, and governance best practices provided by an external group, the investment team is assisted by an external unit.
They provide long-term wealth management for their investors through a unique corporate structure, ensuring that managers and employees stake in the company. Their fiduciary approach puts trust before profit because of their investor-first mentality.
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Anup Maheshwari
Anup Maheshwari is the Co-Founder and Chief Investment Officer (CIO) of 360 ONE Asset (formerly IIFL Asset Management), where he oversees the entire investment platform across listed equities and high-yield credit. With over 25 years of experience, he is recognized as one of India's most seasoned fund managers, having previously served as the CIO at DSP BlackRock Investment Managers. An alumnus of IIM Lucknow, Maheshwari is known for his "SCDV" framework (Secular, Cyclical, Defensive, and Value), which prioritizes capital efficiency and quality earnings. Under his leadership, 360 ONE Asset has solidified its position as a dominant player in the Alternate Investment Fund (AIF) and PMS landscape.
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