o3 Capital

Funds managed

Fund name	Asset Class	License
o3 Capital AIF	Hedge fund	SEBI AIF Cat 3

About the AMC

o3 Capital is a mid-market investment bank, providing financial and strategic advice to clients. The firm is built simply on two core businesses – corporate finance and alternate asset management.

They provide a combination of insights, expertise and innovations.

Their teams are based out of Bangalore and Mumbai, India.

https://www.o3capital.com/team

Investment Philosophy (for firm)

Media

Transactions,Official website.

https://www.o3capital.com/transactions

List of all the transactions they’ve carried out since 2013.

News articles, Official website.

https://www.o3capital.com/news

Raised $300 million, Economic Times, November 19^th 2019.

https://economictimes.indiatimes.com/industry/banking/finance/o3-capital-to-raise-300-million-for-lending-foray/articleshow/72034112.cms?from=mdr

o3 Capital PMS, PMSAIF.

https://www.pmsaifworld.com/investments/o3-capital-pms/

Analyst questions

Prepared by – Shivani Kadam

Date – 12^th May 2020.

Peer reviewed by – <name>

Date