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Fund Snapshot

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About Fund Manager

Chetan Thacker:Portfolio Manager,ASK Investment Managers Ltd

Chetan works at ASK Investment Managers Ltd as a portfolio manager. He began his career with McKinsey & Company and worked in various capacities with HSBC InvestDirect (India) and Emkay Global Financial Services Ltd across several sectors and geographic regions. Chetan holds a CFA (ICFAI University) and a PGDBM (Narsee Monjee Institute of Management Studies) from Narsee Monjee Institute of Management Studies (NMIMS).

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 the 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.

Nimesh Mehta Director & Country Head – Business Development & Products

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’.

Summary of Fund

The emphasis on a particular business attribute does not imply the absence of the other 3 attributes.

All of the attributes have to be present, at least at a minimum defined level or higher, across all the stocks.

When any particular attribute is emphasized, the filter standard for threshold clearance for that attribute is kept at the highest level, while for the other three attributes, the filter is at a high level.

Across all the stocks, for no attribute, the threshold will be at average or below average level.

Benchmark: Nifty

Key Attributes

  • The presence of one business characteristic does not indicate the absence of the other three.
  • All of the qualities must be present in all stocks, at a minimum stated level or greater.
  • When a certain attribute is highlighted, the filter standard for threshold clearance for that attribute is retained at its highest level. In contrast, the filter for the other three attributes is kept at its maximum level.
  • The barrier will be average or below average for all stocks for no characteristic.

Core Strategy

The fund’s goal is to establish a portfolio of investments primarily in firms with a big market opportunity. The investment strategy for the first 20 firms is to buy high-quality enterprises with a strong management team—businesses with a high ROCE (> 25%) and strong projected profits growth (> 15%) at the time of the first stock acquisition. Apart from that, the opportunity’s size, quality, earnings growth, and value are the four important investing qualities. Good management is a non-negotiable characteristic.

  • In every portfolio, all qualities must be present in each stock.
  • Any stock pick in a portfolio must meet a minimal set of criteria for all qualities.
  • There will be no ‘average’ score for any of the qualities in any portfolio.
  • Each portfolio will have at least one heightened (highest) characteristic.
  • For the other three characteristics, ‘high’ positioning (not necessarily ‘highest’) is preferred.
  • The highest management level is a given across all equities in any portfolio.

Fund Overview

This fund’s two main goals are capital preservation and long-term capital appreciation. The ASK Growth portfolio invests in well-established, pedigreed firms with the largest ‘Size of Opportunity’ while guaranteeing that earnings growth, company quality, and the price-value gap stay strong – the highest degree of clearance. The management quality continues to be excellent. The fund seeks to acquire growth at value prices from a diverse portfolio of Indian stocks with positive long-term prospects to produce medium to long-term returns. This portfolio is an excellent choice for investors looking to profit from India’s rapid growth.

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