Here is an informative panel discussion focused on the promising landscape of small and mid-cap stocks, quantitative strategies, and global equity within the Portfolio Management Services (PMS) industry. The panel explored various investment styles and strategies of Prominent PMS fund managers.

This session was recorded at our PMS Bazaar Conclave 2024: Chennai edition. This event brought together top PMS & AIF Fund Managers and experts to discuss the latest trends and opportunities in alternative investments.

About the Speakers:
#1 Arindam Mandal, Head of Global Equities, Marcellus Investment Managers (‪@InvestwithMarcellus‬)

Mr. Arindam Mandal is the Fund Manager of Marcellus GCP Fund. Before joining Marcellus, Arindam spent nearly a decade in the United States working for Principal Global Investors (PGI).

He started as a Quantitative Analyst and then transitioned to fundamental research, serving as the sector analyst for US Industrials and Utilities. Arindam oversaw Indian public equity investments across the equity strategies and established himself in the firm as an expert in the Indian market.

#2 Arpit Shah, Co-Founder & Investment Director, Care Portfolio Managers (‪@carepms‬)

Arpit Shah – an Entrepreneur by nature is the Co-Founder and Member of the Investment Team of Care Portfolio Managers Pvt Ltd.(Care PMS). Hewith him 15 years of experience in the Capital Markets.

He has contributed articles/views to leading newspapers, newletters and made presentations on equity markets as speaker at various platforms. Arpit is a Chartered Accountant by qualification.

#3 Balaji Vaidyanath, Director, Fund Manager, CEO & CIO, NAFA Asset Managers

Balaji Vaidyanath has an experience of close to two decades in equity markets. He began his career as a research analyst and then, as a portfolio manager at Sundaram Asset Management.

His track record as a fund manager for Sundaram portfolio managers for almost seven years has been impressive across six diverse strategies. He had delivered consistent returns outperforming the portfolio benchmarks by over 100% across strategies till December 2015 when he relinquished charge to join NAFA Asset Managers. Currently, he manages assets in excess of Rs 1400 crores, including advisory services.

#4 Sonam Srivastava, Founder & CEO, Wright Research (‪@WrightResearchHQ‬)

Sonam is a globally recognized quant researcher with 10+ years of experience at HSBC, Edelweiss, and an IIT Kanpur graduate.

She has built a 500 Cr successful advisory using quant strategies which she believes can revolutionize the PMS market as well.

About the moderator:
Sheetal Kubadia, Director - Head of Products, Dolat Capital

Ms. Sheetal Kubadia serves as the Head of Products for Asset & Wealth Management at Dolat Capital Markets Private Limited with a primary focus on identifying & developing new product opportunities.

With over 15 years of experience in the finance industry, Sheetal possesses expertise in research, content creation, investment analysis, and advisory services.

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𝐃𝐨 𝐟𝐨𝐥𝐥𝐨𝐰 𝐮𝐬 𝐨𝐧 𝐨𝐮𝐫 𝐬𝐨𝐜𝐢𝐚𝐥 𝐦𝐞𝐝𝐢𝐚 𝐩𝐚𝐠𝐞𝐬:
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#equity #smallcap #midcap #globalinvesting #quantfunds #investment #investmentanalysis #sectoranalysis #fundmanagers #pmsbazaar

Disclaimer:
The audio-visual is being distributed by PMS Bazaar to enhance the knowledge about the respective Asset Managers and their convictions, philosophies, and methodologies followed by them. The speakers, who are representatives of the respective Asset Management Companies, may have included their ideas, insights on the latest, relevant economic developments, and the effects on the markets & investments. The views and opinions expressed by the speakers are their own and do not necessarily reflect the views of PMS Bazaar. Any information about funds, investment strategies, stocks, and sectors is for information purposes only and does not constitute investment advice. The fund-specific information, if any, mentioned in this audio-visual is neither verified by SEBI nor by PMS Bazaar and does not guarantee future performance. PMS & AIF Investments are subject to various risks, including but not restricted to market volatility, liquidity risk, and credit risk. PMS Bazaar advises the viewers to consult their respective SEBI-registered investment advisor before making any investment decisions.