Turnaround Opportunity Fund-Helping Good Businesses Succeed

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Turnaround Opportunity Fund-Helping Good Businesses Succeed

Fund Snapshot

Year of Inception 30th October 2014
Number of Stocks 15-20
Investment Horizon 3-5 years
Fund Managers Anup Maheshwari

The investment industry is a cutthroat space where companies constantly fight for investment dollars. To survive, these investment firms need to have the most innovative products and services on the market. Our Turnaround Opportunity Fund has been doing that-helping good businesses succeed by providing capital during their time of need. Please go through this article from start to finish so you can see what makes them different in a crowded market!

The Turnaround Potential Fund is looking to build a portfolio of firms with a demonstrated track record that have the potential to see significant improvements in fundamentals in the future.

Businesses frequently experience short-term swings in profitability and development, owing to a variety of reasons, including:-

  • Suboptimal capital allocation 
  • Policy & regulatory changes 
  • Behavioural shifts 
  • Weak economic activity 

Unique Feature

Type: The fund is a closed-ended credit or category III Alternative Investment Fund of the Asset Management Company.

Tenor: Up to ten years from closing date [further 2-year (2 extensions of 1 year each) extension subject to the approval of Two-Third Majority of the Contributors].

About Company -

360 One Asset Management was the first to introduce Alternative Investment Funds (AIF) in India. Their alternative funds go beyond the conventional investment market and embrace unique possibilities regardless of borders. 

AIFs provide their investors with the opportunity to get off the track and invest in securities that are not open to the general public. Real estate, venture capital, hedge funds, commodities, pre-IPO placements, and derivative contracts can all help diversify a portfolio, reduce risk, and increase returns. AIFs can invest in listed equities, but the structure allows for investments in securities that are not available through a mutual fund platform.

FAQs

What are the investment criteria?

The investment strategy is to acquire stakes in firms that have turnaround potential, which may produce long-term value creation.

Turnaround Opportunity Fund provides investment managers with the capital required to identify and invest in businesses on the verge of recovery or turnaround, which may create long-term value creation.

What is the investment horizon?

The investment horizon for Turnaround Opportunity Fund will be a minimum of three years and a maximum of five years from closing.

What are some investment strategies that will be used?

Some investment strategies that will be used include turnaround events, improving fundamentals, value creation, re-rating & value sustenance.

About Fund Managers

Anup Maheshwari

Anup Maheshwari as Chief Investment Officer and Whole-Time Director of 360 One Asset Management. Anup is liable for the investment and strategy for 360 One AMC’s business including collective finances and Indispensable Investment Finances (AIFs). He plays a crucial part in meeting the company’s aggressive growth pretensions as well as product development and contriving an innovative investment strategy.

An alumnus of the Indian Institute of Management, Lucknow, he has over 25 times of work experience in the financial services sector. Prior to joining 360 One Asset Management Limited, he has been associated with DSP Investment Directors Private Limited ( formerly known as DSP BlackRock Investment Directors Private Limited) over 21 times as an Administrative Vice President & Chief Investment Officer. He was also associated with HSBC Asset Management (India) Private Limited & Merrill Lynch India Equities Fund (Mauritius) Limited.

Investment Philosophy

The investment industry is a cutthroat space where companies constantly fight for investment dollars. To survive, these investment firms need to have the most innovative products and services on the market. Our Turnaround Opportunity Fund has been doing that-helping good businesses succeed by providing capital during their time of need. Please go through this article from start to finish so you can see what makes them different in a crowded market!

The Turnaround Potential Fund is looking to build a portfolio of firms with a demonstrated track record that have the potential to see significant improvements in fundamentals in the future.

Businesses frequently experience short-term swings in profitability and development, owing to a variety of reasons, including:-

  • Suboptimal capital allocation 
  • Policy & regulatory changes 
  • Behavioural shifts 
  • Weak economic activity 

Investment Strategy

The objective is to acquire stakes in firms that have the potential to return and create value.Value creation, organization disruption & re-rating

Turnaround event Improving fundamentals:

To begin with, businesses may experience disruption or downturns due to a variety of reasons.

Furthermore, firms respond to these declines by taking measures such as implementing strategic, organisational, operational, or financial services and financial counsels to stabilise their businesses.

Third, the plan is to identify and invest in businesses on the verge of recovery or turnaround, producing long-term value. During the fund’s term, there may be times when promising turnaround possibilities might not exist. In such cases, the investment manager may invest in secular opportunities under the SCDV framework.

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Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.