Debashish Bose
Partner - Public Markets @Oaks Asset Management
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WORK HISTORY
Partner - Public Markets @Oaks Asset Management
Mumbai, IN
Manage the ABC Portfolio - Indian public equity strategy investing into transformational trendsA - Absolute return-oriented with a large cap bias B - Basic approach of identifying trends with strong local and global tailwinds C - Concentrated portfolio with 15-18 positions with asymmetric risk-reward For sophisticated investors. Invest in themes core to India\'s transition from a low income to a middle income economy. Top-down, macro driven investment approach. High active share.
EDUCATION
Indian Institute of Management, Calcutta
MBA, Finance, Marketing, Strategy
National Institute of Technology Karnataka
BE, Mechanical Engg
ABOUT DEBASHISH BOSE
Manage India focused public equities strategy across funds and mandates for global and domestic Indian investors. Invest in transformative themes via a macro driven approach with an absolute return orientation.~25 years of global investment industry experience across geographies, market cycles, investor segments and investment styles. More details on https://abcthinking.substack.com/
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