ASK Emerging Opportunities Fund - Series II - MOTILAL OSWAL

 Launching ASK Emerging Opportunities Fund - Series II🌟 

👉 A Cat III Close Ended Long Only Flexi-cap Alternative Investment Fund

📌 Why ASK Emerging opportunities Fund?

👉 A Flexicap Portfolio Strategy with a Mid-cap bias.

👉 During High GDP Growth Environment, Proven Mid sized businesses have delivered significantly better returns for shareholders. 

👉 Benefit of Staggering commitment (over next 6-8months) to capture market volatility. 

👉 Strong Focus on portfolio research methodology & filtration process. High ROCE & EPS Growth take precedence. 

👉 Quantitative & Qualitative filters embedded into the strategy. 

📌  Investment Strategy

👉 Aims to capture businesses which are beneficiaries of Structural changes.

Eg: Speciality Chemicals (Driver being China+1, R&D, Cost), 

Manufacturing (Driver being PLI initiative by Govt).

Sunrise industries like Diagnoists, Digitization.

👉 Flexi-Cap Strategy which offers better risk adjusted returns. 

👉 Identified Model Portfolio has minimal Stock Overlap with existing strategies in same category. 

👉 Key Features

🎯Long Only Equity Strategy with Focus on Capital Appreciation & Capital Preservation.

🎯 25 stocks Portfolio strategy.

🎯 Focus on Financials, consumers, Speciality Chemicals & Manufacturing which are beneficiaries of the economic shift in India.

Midcap's identified & invested by ASK in last decade have become today's Largecap like Bajaj Finance, Bajaj Finserv, Astral, Page Industries, PI Industries to name a few.