ASK Golden Decade Fund

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About Fund Manager

Bharat Shah – Executive Director

Mr. Bharat Shah possesses a Bachelor of Commerce degree from the University of Bombay as well as a PostGraduate Diploma in Management from the Indian Institute of Management in Calcutta.
He is a member of the Indian Institute of Chartered Accountants as well as the Indian Institute of Cost and Works Accountants.
He has been a member of the Board of Directors since 2008.
He formerly worked at Birla Capital International AMC Limited and Asian Paints (India) Limited, and has over 24 years of investment management expertise.

Prateek Agrawal – Business Head & CIO

Mr. Prateek Agrawal has a bachelor’s degree in engineering from Sambalpur University’s Regional Engineering College in Rourkela and a postgraduate diploma in management from Bhubaneshwar’s Xavier Institute of Management.
He formerly worked as the vice president and head of research at SBI Capital Markets Limited, where he had numerous years of expertise in finance and equities management.
He has also worked with ABN AMRO Bank Asset Management (India) Limited and Bharti AXA Investment Managers Private Limited.

Investment Philosophy

The top 500 companies by market capitalization
Management quality, integrity, vision, track record, execution, capital allocation and distribution abilities, corporate governance standards, and so on are all evaluated subjectively.
Value migration is beneficial to businesses (e.g. ownership migration: PSU banks losing market share to private sector banks, shift from unorganized to organised, etc)
A pure bottom-up multi-cap buy-and-hold strategy with roughly 25 high-quality firms.
The ultimate selection was made using psychographic optimization and values.

Why invest in ASK Golden Decade Fund?

With about 25 high-quality companies, this is a pure bottom-up multi-cap buy-and-hold strategy.
Three major factors for compounding wealth: are quality, valuation, and time.
Positioned to benefit from India’s imminent value migration possibilities
Financials, consumer durables, manufacturing, chemicals, and other industries are among the main benefactors of India’s economic transition.

Investment Evaluation

Qualitative

Ability to become and stay in the top three players in the section; cannot be disrupted by larger players undercutting them.
Product of high quality; strong consumer interaction; digital maturity of more than three years
Stability / previous experience / core team equity stake
The primary investor’s quality; the founder’s relationship with significant investors; Alignment of investors and founders for a five-year exit
A core group of people who aren’t fond of squandering money

Quantitative

Good GM ( at least >40%); Good CM1 ( at least >20%)
Consumer: 1st year CM1 / CAC > 1x; Business: Strong B2B bus dev team and/or partners
Enough TAM for at least 3 players to grow at 40-50% CAGR for 5+ years, yet taken together <50% of the market
Strong recent growth rate; Visibility of 35%+ projected 5-year growth rate
A core group of people who aren’t fond of squandering money
Multiple; Possibility of raising a second round from a top-15 VC or international investor

Risk Management

Throughout the investing process, there is integrated risk management and evaluation framework.
Buy and Sell mechanisms that are well-defined
Buying businesses with a fair margin of safety is a discipline.
Individual stock caps are set at 10%.
There is no single-sector restriction.
Compliance and risk management teams’ responsibilities – continual monitoring and reporting

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Fund Overview

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Fund Name:	ASK Golden Decade Fund
Structure:	Close-ended, Long-only Category III, Alternative Investment Fund
Term:	4 years (from date of Final Closing), may be extended up to 2 years with necessary approvals
Sponsor:	ASK Investment Managers Limited
Investment Manager:	ASK Investment Managers Limited
Trustee:	Amicorp Trustees (India) Private Limited
Custody:	Deutsche Bank A.G
Registrar and Transfer Agent:	KFin Technologies Private Limited
Minimum Commitment Amount:	Rs 1 Cr and multiples of Rs 1 Lakh thereafter
Commitment Period:	Within 24 months from the date of Final Closing
Final Closing:	Within 12 months from the date of the First Closing
Exit Charge:	5% in Year 1, 4% in Year 2, 3% in Year 3; 1% in Year 4; all from Final Closing.

ASK Golden Decade Fund

About Company

Why invest in ASK Golden Decade Fund?

Risk Management