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O3 Capital PMS

O3 Capital PMS

Fund Snapshot

Year of Inception15-Apr-19
Number of Stocks15-20
Investment Horizon Medium to Long Term
Fund ManagersE A Sundaram

About Fund Managers

Sundaram, the fund manager of O3 Capital PMS, has an MBA degree from IIM Ahmedabad, a PGDM Finance from IIM Kozhikode, and a bachelor’s degree in technology from the National Institute of Technology in Hamirpur.

Unique Feature

Value investing based on multiple strategies and diversified investments

 

Investment Philosophy

The investment goal of O3 Capital PMS is to achieve capital appreciation by investing in a diversified portfolio of strong companies that are purchased at a fair price. In addition to that O3 Capital PMS focuses on the management of the companies and believes that it plays a pivotal role in the fund’s performance. 

 

The investment strategy of O3 Capital PMS is to restrict their choice of companies to the fulfillment of the following criterias:

 

  • Having a track record of at-least fifteen years
  • A min of ₹5 billion in terms of annual revenues
  • Consistent in generation of positive free cash-flows
  • Consistent in generation of ROC of 20%