About Company
Fund Snapshot
| Structure | Close ended, Long-only Category III, Alternative Investment Fund |
| Term | 7 years (from date of Final Closing), may be extended up to 2 years with necessary approvals |
| Minimum Commitment Amount | Rs 1 Cr and multiples of Rs 1 Lakh thereafter |
| Minimum Commitment Amount | Rs 1 Cr and multiples of Rs 1 Lakh thereafter |
Investment Philosophy
- Subjective evaluation of management quality (integrity, vision, execution, capital allocation skills and capital distribution)
- Rigorous filter of minimum of 20%* annual Earnings Growth over the next 3 to 5 years*
- Note: Maximum of 25% of the portfolio may be a deviation to the above conditions. *at the time of 1st portfolio construct
- Top 500 as per market capitalization
- Rigorous filter of minimum of 15%* Return on Capital Employed (capital efficiency)
- Finally, a portfolio emerges of 25-30 businesses, representing an optimal blend of the overall characteristics, and adequate diversity, with reasonable Margin of Safety
Fund Objective
To build a concentrated portfolio of primarily mid-sized businesses with a proven track record, representing quality and superior long-term compounding potential.
Portfolio Construct
• Concentrated strategy of 25-30* carefully identified businesses across range of market capitalization
• Focused portfolio of mid-sized businesses with a proven track record which could go on to become much larger thereby creating significant investment returns
• Buying businesses with a large competitive advantage & capital efficiency in industries with a large size of opportunity, that offer superior growth over long period of time
• Largely complementary portfolio to IEP, India Select and Growth PMS Investment Approaches
Meet the Team
Anant Jalan : Portfolio Manager– ASK Investment Managers
- Anant has a total work experience of more than 15 years. Anant has spent a total of 10 years at Goldman Sachs & Co.
- He started in the Technology, Media & Telecom Group of the Investment Banking Division in New York. He then subsequently relocated to Mumbai to help build out the India business for Goldman Sachs Investment Partners, a multi-billion-dollar global investment fund.
- Over the past 5 years, Anant has been managing India portfolios and providing deep-dive research advisory for a small set of family offices. Anant graduated Summa Cum Laude with top honours from the University of Pennsylvania with a double degree – Bachelor of Science in Economics (concentrations in Finance & Accounting) from the Wharton School and Bachelor of Science in Engineering (major in Computer Science Engineering) from the School of Engineering & Applied Sciences in 2005. He is with ASK since Oct 2020.
Dhaval Mehta : Co – Portfolio Manager – ASK Investment Managers
- Dhaval has more than 8 years of experience in the field of equity research. Currently, he is tracking sectors like FMCG, Retail, Building Material and Media.
- Prior to joining ASK Group, he was associated with Yes Securities, Emkay Global Financial Services and Ventura Securities where he tracked Consumer & Building material sectors.
- Dhaval has earned his B.E. from Mumbai University and MBA from NMIMS, Mumbai.
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Bharat Shah
Mr. Bharat Shah holds a Bachelor’s degree in Commerce from the University of Bombay and a Post-Graduate Diploma in Management from the Indian Institute of Management, Calcutta. He is also a member of the Institute of Chartered Accountants of India and a member of the Institute of Cost and Works Accountants of India. He is a member of the Board at ASK and spearheading Investment Management business at the firm for over 18 years. He has over 30 years of experience in the field of investment management and has previously worked as CIO at Birla Sun Life Mutual Fund. Bharat provides strategic guidance to the CEOs in managing their respective businesses while closely supervising the IM business of the group. Bottom-up investment philosophy, with stock picking being a special strength
Prateek Agrawal
Mr Prateek Agrawal is responsible for Business and Investment Strategy during his job at Motilal Oswal Asset Management. He has a rich experience of over 28 years in fund management and equity research. He joins MOAMC from ASK Investment Managers, where he served as the Business Head and Chief Investment Officer. Prior to that, he worked with Bol AXA Mutual Fund and BNP Paribas Mutual Fund as Head of Equity and Head of Research at SBI Capital Markets.
Nimesh Mehta
Nimesh Mehta is in charge of domestic business development for Equity PMS and Real Estate Funds, as well as overseas sales through the distribution network. He has over 20 years ofexperience in areas such as NBFCs, Equities, Asset Management, and Financial Services as a Commerce graduate, MBA, and Certified Financial Planner (CFP). He has worked for Motilal Oswal AMC, GE Money, and Godrej Appliances, and is the author of ‘Sales Booster’.
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.