ASK Investment Managers, part of the Blackstone-backed ASK Asset & Wealth Management Group, has launched a new equity PMS: ASK Special Opportunities Portfolio. It is designed to tap agile value investing in current volatile market conditions.

The limited-period offering aims to raise ₹1,000 crore, with a minimum investment size of ₹50 lakh. It will remain open until July 31, 2025, or earlier if the target corpus is met or if market conditions change significantly.

Market-cap agnostic and sector-flexible, the strategy will follow a bottom-up approach and hold 15–30 stocks, with no single position exceeding 10% of the portfolio. The benchmark is the BSE 500 TRI, and investors can choose from fixed and hybrid fee models.

ASK intends to return capital if any of the three conditions are met: completion of 4–5 years, portfolio doubling in value, or market circumstances warranting an exit in investor's interest.

George Heber Joseph, CIO & CEO – Equity, said: “We see the current market offering many value investing opportunities, where the companies have a sound track record, proven management credentials and have good growth prospects. As market volatility increases, we believe ASK Special Opportunities Portfolio will be an ideal fit for investors looking to create wealth with a horizon of 4–5 years.”

Sandip Bansal, Deputy CIO and Portfolio Manager, added: “This fund enables us to take a contrarian view from a long-term perspective. Our goal is to uncover and participate in unique value creation opportunities that have the potential to deliver superior long-term risk-adjusted returns.”

ASK’s PMS platform continues to be a preferred choice among HNIs, UHNIs, and family offices seeking long-term wealth creation with differentiated equity strategies.