linkedin
BROUGHT TO YOU BY
Exclusive Access, Inclusive Growth

WELCOME TO ET PRIME

BROUGTH TO YOU BY
Exclusive Access, Inclusive Growth

Get access to free reads

Start Your Trial Start Your membership

Get 15-day free trial to all of ET Prime

Start Your Trial Start Your membership
Not a member
Already a member?
Not a member

Your membership

RENEW
ET Prime
SECTIONS

Investing

Growth, quality, safety: Bharat Shah’s playbook on the art of investing and winning the zero-sum game

font size
FONT SIZE
save
SAVE
saved
SAVED
Gift this article
GIFT ARTICLE
Investing

Growth, quality, safety: Bharat Shah’s playbook on the art of investing and winning the zero-sum game

ASK’s investment philosophy is that growth shouldn’t be at the cost of quality. From a universe of around 200 stocks, it focuses on 70-odd potential candidates. The strategy has worked so far. But with the IEP fund now entering a tricky zone, it will have to find ways to generate high returns on an outsized AUM.
Increase Font
Decrease Font
Cancel
pravin
21 Sep 2020 16 Mins Read 0 comment
Concept by Pravin Palande and Muhabit ul haq Getty Images
Concept by Pravin Palande and Muhabit ul haq
Bharat Shah is a risk taker, but his philosophy is always to control risk in a judicious way to achieve superior long-term outcomes. He left Birla Sun Life Mutual Fund in 2000 to join ASK Group to head its portfolio management services (PMS) business. Shah had entrepreneurial ambitions and ASK was happy to welcome him as a partner.
sophisticated. Right now, there is a lot on their plate. For ASK Investment Managers, it is the ‘philosophy of trust’ that matters. It’s a time-tested philosophy. “Only a very small percentage of fund managers will deliver superior alpha. As long as investors trust us, we will keep delivering,” Shah sums up. ( Graphics by Sadhana Saxena)
Bharat Shah is a risk taker, but his philosophy is always to control risk in a judicious way to achieve superior long-term outcomes. He left Birla Sun Life Mutual Fund in 2000 to join ASK Group to head its portfolio management services (PMS) business. Shah had entrepreneurial ambitions and ASK was happy to welcome him as a partner. sophisticated. Right now, there is a lot on their plate. For ASK Investment Managers, it is the ‘philosophy of trust’ that matters. It’s a time-tested philosophy. “Only a very small percentage of fund managers will deliver superior alpha. As long as investors trust us, we will keep delivering,” Shah sums up. ( Graphics by Sadhana Saxena)

The latest from ET Prime is now on Telegram. To subscribe to our Telegram newsletter click here.

Gift this story

YOU CAN GIFT 0 MORE STORIES THIS MONTH

Maximum 10 Email IDs allowed

300 characters remaining

Gift Sent Successfully

Limit Reached
Limit Reached

You’ve gifted all the 0 articles from your monthly gift bucket!

Please come back next month.

0 more articles will be waiting for you in your gift bucket.

Current Edition

Message from Planet Labs’ eye in the sky: India is a medieval knight in the age of modern warfare
Space

Message from Planet Labs’ eye in the sky: India is a medieval knight in the age of modern warfare

Satellite pictures of the Galwan valley region shared by US-based Planet Labs exposed China backtracking on the agreement with India to disengage. While the images did help India foster its case in shaping global opinion, it also exposes the country’s unpreparedness in advanced technologies. The episode underlines the urgent need to nurture companies in satellite imaging and space technology.

[[^message]]

Result

[[/message]] [[#message]]

[[message]]

[[/message]]