Anant has over 25 years of experience in Portfolio and Risk Management across global asset management firm such as Goldman Sachs and hedge fund Shumway Capital in the US. In India, his previous experience has been as a CEO of Religare Portfolio Managers, the PMS business of Religare Global Asset Management. Prior to Religare, he headed the Portfolio Management business for Prime Securities.
Build A focused portfolio of high growth businesses with quality management, pro-minority shareholder interest, strong ‘economic moats’.
• Large cap, growth style oriented
• Top-down theme/ sector selection
• Bottoms-up stock picking
• Focused portfolio of 15-20 stocks
• Aim to build meaningful exposure in high conviction ideas
• Single stock exposure- below 10% at the time of initiation
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