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 prospects can 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.

INVESTMENT PROCESS

Characteristics of Companies

  • Listed history of at least 10 years
  • Debt Equity ratio less than 0.5 (except for financials)
  • Long-Term credit rating of the company should be at least BB
  • Quarterly Daily Average Traded Value of minimum Rs. 25 Lakh
(80% of the portfolio companies should fulfil this criteria)
  • Having a stable business model and being less diversified
  • Promoters having > 50% of free shares

Management Attributes

  • Good Capital Allocation History
  • History of good corporate governance
  • Good Market Share Track
  • Expected Earnings growth higher than the industry

A portfolio of 15–20 stocks, with a maximum of 35% in a single theme

For more information, you may email us at pmsassist@buglerock.asia or 

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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.

Disclaimer

The information provided on this platform is for informational purposes only and does not constitute investment advice, an offer, or solicitation to buy or sell any financial instruments. Asset management services involve risks, including potential loss of capital. Investors are advised to carefully assess their financial objectives, risk tolerance, and consult with a professional advisor before making investment decisions. Past performance is not indicative of future results. BugleRock Capital and its affiliates disclaim any liability for any direct or indirect loss arising from the use of this information.