o3 PMS 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.
A multi-cap portfolio with a focus on high quality companies, purchased at reasonable valuations.
A predominantly small cap portfolio of companies where there is visible business turnaround and having high growth potential.
A theme based, multi-cap portfolio with selection based on earnings growth & business model strength.
A formula driven, unbiased, factor-based portfolio providing diversification from active and passive investment strategies.
Used for investing the client’s capital in the units of Liquid Funds, Liquid ETFs or Overnight Funds till the funds are further systematically invested into any of the Investment Approaches.
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@o3capital.com or Click Here.
For more information, you may email us at pmsassist@o3capital.com or Click Here.