Invest With Us
Bugle Rock portfolios are designed to “complement” the portfolios of mainstream investment products. We follow a robust approach to portfolio construction, which is significantly different from several other PMS.
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CORE VALUE
A multi-cap portfolio with a focus on high quality companies, purchased at reasonable valuations.
SPECIAL SITUATIONS PORTFOLIO
A predominantly small-cap portfolio of companies where there is visible business turnaround, having high growth potential.
THEMATIC OPPORTUNITIES PORTFOLIO
A theme based, multi-cap portfolio with selection based on earnings growth & business model strength.
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INCA PORTFOLIO
A formula driven, unbiased, factor-based portfolio providing diversification from active and passive investment strategies.
Invest With Us
Bugle Rock portfolios are designed to “complement” the portfolios of mainstream investment products. We follow a robust approach to portfolio construction, which is significantly different from several other PMS.
[icons icon_pack=”font_elegant” fe_icon=”icon_compass” custom_size=”32″ type=”normal” target=”_self” margin=”30px 0px 20px 10px” icon_color=”#707070″]
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CORE VALUE
A multi-cap portfolio with a focus on high quality companies, purchased at reasonable valuations.
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SPECIAL SITUATIONS PORTFOLIO
A predominantly small-cap portfolio of companies where there is visible business turnaround, having high growth potential.
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THEMATIC OPPORTUNITIES PORTFOLIO
A theme based, multi-cap portfolio with selection based on earnings growth & business model strength.
[icons icon_pack=”font_elegant” fe_icon=”icon_cog” custom_size=”32″ type=”normal” target=”_self” margin=”30px 0px 20px 10px” icon_color=”#707070″]
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INCA PORTFOLIO
A formula driven, unbiased, factor-based portfolio providing diversification from active and passive investment strategies.
