Core Value
A comprehensive framework to identify high-quality companies with superior return ratios along with an established free cash flow track record, spanning multiple years.
The strategy is conscious of investing pitfalls and avoids investing in (i) Sub-standard businesses (ii) Avoids companies where management pedigree is questionable and (iii) Avoids buying stocks at exorbitantly high prices.
From the universe of around 200 stocks passing the above criteria, a 20-25 stock portfolio is created from stocks offering attractive value with respect to its historical or relative peer valuation.
For more information, you may email us at pmsassist@buglerock.com.
Direct Onboarding Route
All clients have an option to invest in the above products / investment approaches directly, without intermediation of persons engaged in distribution services.
Special Situations Portfolio
The approach focuses on investing in predominantly Smallcap companies. The portfolio strives to invest early in companies which are showing improving prospects, but not reflected yet in their Profit Loss & Balance Sheet Statement.
The improving prospectscan be because of –
- Change for the better in the outlook for the industry.
- Impact of change in regulations.
- Corporate restructuring or change in the management.
- Increased demand for the products of the industry.
- Company having won new business or customers.
- Geographical expansion.
- Reduction in debt leading to reduction in interest costs.
- New capacity addition for the company, etc.
For more information, you may email us at pmsassist@buglerock.com.
Direct Onboarding Route
All clients have an option to invest in the above products / investment approaches directly, without intermediation of persons engaged in distribution services.
Thematic Opportunities Portfolio (TOP)
Medium term investment themes
Currently the following trends have good visibility and tailwinds of government focus and policy actions:
- Strong manufacturing companies, aided by the PLI schemes and the potential of sourcing manufactured products from India as an alternate source of supply for the world markets.
- Development of physical infrastructure in India.
Long term investment themes
Continued consumerism in India, reflected in customers’ constantly striving to upgrade their quality of life by buying better products and services, driven primarily by increased per capita purchasing power and a willingness to spend.
- Increasing focus on health, wellness, and fitness.
- Increasing digitization of financial transactions.
- Greater spending on education, travel, and entertainment.
For more information, you may email us at pmsassist@buglerock.com.
Direct Onboarding route
All clients have an option to invest in the above products / investment approaches directly, without intermediation of persons engaged in distribution services.
INCA Portfolio
The o3 INCA portfolio is a formula driven investment approach with an objective to keep emotions out of portfolio management and keeping it low-cost. The approach has been back tested over a period of 20 years.
For more information, you may email us at pmsassist@buglerock.com.
Direct Onboarding route
All clients have an option to invest in the above products / investment approaches directly, without intermediation of persons engaged in distribution services.
