ASK CORE PORTFOLIO

ASK CORE Portfolio follows a conviction oriented risk adjusted equity strategy investing in fundamentally strong and attractively valued companies with the objective of delivering sustainable long term returns. The strategy follows a focused portfolio construct with disciplined allocation in up to 15 high conviction stocks selected through bottom up research and a proprietary investment framework evaluating fundamentals, opportunity size and scalability, business cycles and capital allocation, competitive moats and valuation discipline. Stock selection emphasizes balance sheet health, business quality, profitability, governance, growth prospects and margin of safety. The portfolio is designed to be a core allocation with long term thesis driven investing and differentiated exposure to strong businesses across promising sectors. Portfolio construction maintains concentration with single stock exposure capped at around 10 percent and sector allocation generally capped near 25 percent with higher allowance for BFSI. The approach aims to combine stability and alpha generation through significant allocation to established businesses. Sector agnostic. Market cap combination of large cap, mid cap and small cap with approximately 70 percent to 100 percent in large caps and up to 30 percent in mid and small caps within a focused portfolio of up to 15 stocks.