360 ONE Asset Management Limited

The objective of the Investment Approach is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities by investing in customized deals at attractive valuation backed by robust fundamentals. The Investment Approach may be launched in several series or tranches depending on the availability of opportunities in the market.

The Customized Discretionary portfolios are tailor-made to meet clientsâ?? specific objectives. The portfolios have client-specific investment objectives and risk control metrics. The portfolio under this approach can be classified as Customised Discretionary Portfolio â?? Equity, Customised Discretionary Portfolio - Multi-asset or Customised Discretionary Portfolio - Debt.

The objective of the investment approach is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. The investment strategy is to invest in a portfolio following the SCDV framework (Secular, Cyclical, Defensives, Value Trap) wherein it invests a large proportion of the portfolio in quality Secular growth companies which are long term compounding stories. Rest of the portfolio is invested across quality Cyclicals and Defensives while maintaining underweight allocation in Value traps. Portfolio construction across these three quadrants enables us to enhance diversification even with limited number of stocks.

The Customized Discretionary portfolio-Multi-asset is tailor-made to meet clientsâ?? specific objectives. The portfolios have client-specific investment objectives and risk control metrics. Multi-asset: Investments may be made across equity, debt, real assets and other securities/schemes and asset classes and are customized to meet specific liquidity needs. The Investment Approach may be launched in several series or tranches or folios depending on the availability of opportunities in the market. There is a potential for intermediate exit, but the same can happen at the available quote from the market which may be less than the fair value of the security. In any case for intermediate exits, strategy returns may get impacted.

The objective of the investment approach is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. The investment strategy is to invest in a portfolio following the SCDV framework (Secular, Cyclical, Defensives, Value Trap) wherein it invests in businesses having long-term track record where profitability and growth may have been impacted by short term cycles. The investment manager would target such opportunities having long-term mean reversion capability, having potential for sharp improvement in fundamentals.