Focus on companies with improving competitive advantage and long term potential, supported by a proven track record
Portfolio of businesses from sectors on the cusp of a multi-year up cycle, driven by macro themes
Key Attributes
Fund Manager Name: Arun Subrahmanyam, Founding Partner & Sanjaya Satpathy, Portfolio Manager
Fund Manager Qualification: Mr. Sanjaya Satpathy is a B.E. (Electrical) from UCE Burla, and MBA from XIM Bhubaneswar
Fund Manager Experience:
Mr. Arun Subrahmanyam has Around 3 decades of professional experience in the financial services industry. He has Domain knowledge of varied sectors and deep understanding of equity markets. He was Last employed as MD, Bank of America-Merrill Lynch 2004-15. He has been awarded the mantle of The Top rated Auto analyst by Institutional Investor (II). He has Held various equity research positions at HSBC and SSKI, started his career at ICICI. He is the Principal founder and partner of this firm
Mr. Sanjaya Satpathy has Over 16 years of experience in fundamental research across multiple sectors. Voted best mid-cap analyst (II) and best stock picker by Starmine. Last employed Senior Analyst, Bank of America – Merrill Lynch2006-16
Started equity research career in First Global followed by HSBC and ABN Amro
Investment Objective
Investment Strategy
- (1) Consumption related names, led by shift from unorganized to organized sector (2) Financials led by technology disruption and reduction in credit costs(3) Capex cycle led by value migration to IT spend from physical Infrastructure
(4) Pharmaceuticals, Specialty & Agro Chemicals; driven by product capability and diminishing regulatory headwinds
Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION
Do Not Simply Invest, Make Informed Decisions
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