ASK Lighthouse Portfolio

Stock/Sector Limits: Limits exposure to any single stock to 10% while permitting high sectoral exposure for optimal diversification.
Number of Stocks: Constructed with 15-30 businesses chosen through rigorous bottom-up analysis for a balanced yet focused approach.
Absolute Returns Focus: Aims for consistent absolute returns, targeting outperformance against the BSE 500-TRI benchmark.
Exit Load: Flexibility in portfolio management with no exit load, facilitating swift adjustments to market conditions.
Notable Progress:
The BSE 500-TRI index experienced varied progressions over the past years followed by notable jumps of 25% in 2014.The trend continued with increases of 13% in 2017, 12% in 2018, and 14% in 2019. Subsequent years saw growth rates of 8% in 2020, 19% in 2021, and 20% in 2022.

The FMCG sector witnessed a notable 11% CAGR over the last seven years, while achieving a steady 6% CAGR over nine years.
The Capital Expenditure is set to experience a significant uptick, with budgeted growth reaching 3.3% – 3.6% of GDP, marking the highest level in over a decade
With ASK Investment Managers, embark on a journey of unparalleled growth and prosperity. Our team of seasoned professionals is dedicated to maximizing your returns while minimizing risks, ensuring that every investment decision is backed by thorough analysis and expertise.

Unlike other ASK Portfolios that prioritize long-term stability and compounding of earnings, the focus of this strategy lies in capturing the high growth phases of companies, even if it means enduring volatility in historical earnings. Investments are aimed at the improvement journey of Return on Capital Employed (RoCEs), which often coincide with periods of robust growth. However, this approach implies shorter investment durations as the portfolio swiftly transitions between themes to seize the most lucrative opportunities. Consequently, there may be higher levels of cash intermittently as the portfolio reallocates from one theme to another, potentially leading to relatively greater churn in the portfolio composition.