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Fund Snapshot

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About Fund Manager

Sandip Bansal – Senior Portfolio Manager

Over 18 years of professional experience, including 14 years in equity research, belong to Mr. Sandip Bansal. Sandip came from SBI Life Insurance, where he managed equity funds and oversaw investment research for all asset classes as head of investment research. Sandip has previously worked on the sell-side for Kotak Institutional Equities and UBS Securities. Before that, Sandip worked as a business consultant for KPMG. He has previously worked for Citibank. Sandip holds an MBA from IIM, Ahmedabad, and is a Chartered Accountant and Company Secretary. ASK welcomed Sandip in July 2021.

Investment Philosophy

ASK Investment Managers’ fundamental concept focuses on two main ideas: first, establish capital protection (over time), then follow it with capital appreciation. We look to make investments in Indian shares that are operated by high-quality management have sustained long-term development potential, and are available at fair and reasonable pricing.

Principles and Overarching Investing Philosophy:

  • More assurance of earnings vs. a merely quantitative increase in earnings
  • The superior and constant quality of earnings as opposed to just a quantitative increase in earnings
  • Superior quality at a fair price as opposed to subpar quality at an artificially low price

The Investment Approach ensures:

  • Instead of valuing the price, price the value.
  • Investing discipline in excellent companies
  • Assembling a portfolio of prospects for compounding
  • Purchase “growing” companies for “value” pricing.

The strategy is to purchase high-quality companies at reasonable costs rather than buying subpar companies for a bargain. Additionally, our Key Investment Attributes help design investment strategies to accomplish a certain attribute.

Sectors That Benefit

  • Strong Growth Across Multiple Segments of the Economy
  • Improving Consumption and Discretionary Spending
  • Increasing Manufacturing… and Growing Exports
  • Acceleration in Growth in Various Industrial Segments Driven by Govt. Policies
  • Better Infrastructure
  • Expanding Financing Requirements
  • Increasing Digitization
  • Low Penetration… Offers Long Runway Ahead

 

The Vision of Growing India

  • Increasing GDP: Bigger the Economy – Bigger the Opportunity
  • Likely Acceleration Ahead: GDP per Capita- India at Inflection Point
  • With Expanding Addressable Market: Rise in Disposable Incomes
  • Large Addition to the Workforce
  • The Trillion-Dollar Manufacturing Exports Opportunity for India
  • Improving Corporate Profitability to Boost Confidence & Aid Investments
  • Government Reforms – Driving Growth
  • Massive Growth in Infrastructure Capacity
  • PLI Scheme – Fillip to Manufacturing economy
  • Globally Competitive Tax Rates
  • India Increasingly Attracts More FDI
  • Digital India at the Forefront Globally
  • Digitization Expanding the Opportunity Universe

Unique Feature

According to Buffett, investing “is straightforward but not easy.” Implementing the basic principles consistently and firmly under all market circumstances is what demands character and makes all the crucial difference. The main benefit comes from performing these simple tasks with consistency and discipline and doing them properly.

Key Investment Objectives

  • Capital preservation over a period of time
  • Capital appreciation over a period of time

These will be attained through making long-term investments in reputable businesses with promising development potential.

Key Investment Attributes

Size of the Opportunity

  • Size of pond v/s size of fish
  • Dominance
  • Resilience
  • Liquidity

Earnings Growth

  • Quantum
  • Consistency
  • Durability
  • Predating (early v/s later)
  • Compounding power

Quality of Business

  • High quality of business (Superior RoCE)
  • Strong moat. Impregnability
  • Sustainability
  • The key pivot of strong wealth creation

Value

  • Favorable price-value gap
  • Margin of safety

Allocated Sectors

  • Consumption: D-Mart, Varun Beverages
  • Manufacturing & Exports: SRF, Navin Fluorine
  • Industrials: Solar Industries, APL Apollo
  • Finance: AU Small Finance Bank, Aavas Financiers

Investment Approach, Research Methodology, and Filtration

  • The top 500 according to market capitalization
  • During INR 200 billion in profit before taxes (PBT) over the last four quarters
  • Subjective assessment of managerial performance (integrity, vision, execution, capital allocation skills, and capital distribution)
  • Strict filtering of at least 25%, Minimum of 15%, and Return on Capital Employed (capital efficiency)
  • Earnings Growth during the following three to five years
  • Finally, a 20–25 business investment strategy that achieves an ideal balance of the overall features, sufficient diversification, and a margin of safety of at least 15% emerged.

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Fund Overview

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