ASK Emerging Opportunities Fund

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About Company

ASK group was incorporated in the year 1983 now ask is leading player in the financial industry. ASK invest money by doing research and taking advice from assets management, private equity, and wealth management team. ASK has around 10 offices in India from there they give service to their client and they have also office in Dubai Africa Singapore etc.The main focus of ASK is on work with long-term growth in the mind according to the needs of the customer and their risk capacity.

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

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

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

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.

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.

Investment Management Team

Bharat Shah : Executive Director – ASK Group

Bharat Shah : Executive Director – ASK Group

  • 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 : Business Head & CIO – ASK Investment Managers
  • Has 27 years of experience in capital markets with SBI CapitalMarkets as Head of Research (10yrs), and Head of Equity with ABN Amro and Bharti Axa AMCs (3.5yrs each)
  • In SBI Capital Markets besides heading research he was part of team that handled VSNL privatization for the government and handled Hindustan Zinc for Vedanta group. On the advisory side he was actively involved in the power sector and in the oil and gas space, two areas where SBI Caps had leadership.
  • At ABN AMRO MF, he was head of equity and managed / advised over $ 1 bn of equity assets ($ 300 mn domestic & $ 700 mn offshore) and delivered stellar performance. He then helped set up the equity business at Bharti Axa IM in the post Lehman period. He joined ASK Investment Managers as CIO in April 2011.
Nimesh Mehta Director & Country Head – Business Development & Products

Webinar Invite ASK 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’.

Product - AMC Category AUM (in Cr.) Performance 1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI

ASK India Select Portfolio

AMC Name: ASK Investment Managers Ltd Inc Date: 4-Jan-10
Multi Cap
2,808 Strategy 5.80 10.60 15.30 22.70 6.50 12.90 13.50 17.30 15.70
S&P BSE 500 8.00 12.40 18.50 26.50 15.20 20.40 17.60 16.10 12.80

ASK Indian Entrepreneur Portfolio

AMC Name: ASK Investment Managers Ltd Inc Date: 25-Jan-10
Multi Cap
18,959 Strategy 3.70 7.20 10.00 20.50 5.00 13.80 14.80 18.40 17.60
BSE 500-TRI 8.00 12.40 18.50 26.50 15.20 20.40 17.60 16.10 13.10

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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.