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About Fund Manager

Anup Maheshwari:Chief Investment Officer and Whole-Time Director, 360 One Asset Management

Anup Maheshwari is the Main Investment Officer and Joint-Chief Executive Officer of 360 One Asset Management. Anup is in charge of the investment and strategy for 360 One AMC’s financial services, including mutual funds and Alternative Investment Funds (AIFs). He’s in the task of implementing an aggressive expansion strategy and product development and devising a creative investment plan.He has over 25 years of expertise in the financial services industry and was a student at the Indian Institute of Management in Lucknow. He has worked with DSP Investment Managers Private Limited (formerly known as DSP BlackRock Investment Managers Private Limited) for more than 21 years, serving as an Executive Vice President and Chief Investment Officer before joining 360 One asset management limited. He was also involved with HSBC Asset Management (India) Private Limited and Merrill Lynch India Equities Fund (Mauritius) Limited, managed by Mauritius-based investment firm Merrill Lynch Global Investments.He was the chief investment officer at HSBC Asset Management from December 2005 until May 2006, when he joined DSP Investment Managers again. Before joining DSP Investment Management’s team, he worked for Chester, a British fund management firm that ran three foreign funds invested in Indian equities. Mitul has 14 years of expertise in research, fund management, private equity advisory, and investment banking. He is also in charge of 360 One AMC’s Portfolio Management Services strategy. He is responsible for developing investment ideas across sectors and market capitalisations and heading research for listed equities. He has been a key figure in establishing 360 One AMC’s research desk and monitoring companies in the chemicals, auto, and pharmaceutical sectors.

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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