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BLACKSWAN

Securities
360 ONE Equity Opportunity Fund – Series 4

India’s Stock Market – A Compounding Machine

20-year 20% Compounding Hit Rate

100
90
80
70
60
50
40
30
20
10
0
90
India (BSE 500)
21
US (S&P 500)
16
China (MSCI China)
1
Japan (TPX 500)

10-year Compounding Hit Rate (%)

20% CAGR – 25% CAGR
25%
20%
15%
10%
5%
0%
21%
12%
11%
5%
4%
2%
  • The importance of investing in compounding stocks is well known
  • Indian companies stand out over the long term

Vehicle of choice


🔑

360 ONE Equity Opportunity Fund - Series 4

providing access to a unique blended offering

~70%Listed equity
~30%*Unlisted equity
An opportunity to partake in the India growth story and optimize portfolio returns by investing in listed companies as well as private companies with clear path to profitability

Investment team - listed equities


Anup Maheshwari

Anup Maheshwari

Co-Founder and CIO, 360 ONE Asset

Anup brings with him 28 years of investment experience. He joined 360 ONE from DSP BlackRock Investment Managers (a joint venture between BlackRock and the DSP Group in India) in August 2018. He was associated with DSP BlackRock since July 1997 and was last designated as the Chief Investment Officer, Equities. Anup managed DSP BlackRock’s India funds from May 2001 to June 2018. For a brief period between December 2005 and May 2006, he was the CIO at HSBC Asset Management before returning to DSP BlackRock. Previously he was also associated with Chescoar, a British fund management firm managing three offshore India equity funds. Anup is an alumnus of IIM Lucknow

Mehul Jani

Mehul Jani

Fund Manager, 360 ONE Asset

Mehul has over 19 years of experience in covering and managing financial services and consumer stocks. Prior to working with 360 ONE, he worked with DSP BlackRock (a joint venture between BlackRock and the DSP Group in India) for 10 years as an analyst and fund manager. Previously, he spent 4 years at Morgan Stanley Plc in London as an analyst, dealing with structured product valuation and fund derivatives. Mehul is an alumnus of the Cass Business School, London and holds a Masters in Banking and International Finance. He is also a CFA charter holder

Mitul Patel

Mitul Patel

Co-Fund Manager, 360 ONE Asset

Mitul brings 19 years of experience in Indian financial services, specializing in fund management, equity research, and portfolio management. Previously, he led the PMS & AIF business at HDFC Asset Management, managing ₹3,500 crore in AUM and serving on the investment committee for their Category II AIF. Before that, he managed PMS funds and AIFs at 360 One Asset Management, where he was also Head of Research. Mitul has worked with Laburnum Capital, a Delhi-based investment firm, for seven years as a founding member. Earlier, he was an investment banker with J.P. Morgan and Avendus Capital, focusing on M&A and PE transactions.

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