The Juggernauts by PMSkart | OneTreeHill: Recent Episodes
PMSKart
Nitin is the proverbial business builder. At Edelweiss since 2003 - he has quickly risen up the ranks, built sustainable businesses and currently the CEO at Edelweiss Global Wealth & Asset Management.
A great conversation to learn from the master himself, his mistakes and where he sees the future in our markets.
PMSKart Twitter to follow: https://twitter.com/PMS_Kart
Naresh does not fit the profile of a regular fund manager. An exCEO at Adobe India, an actual scientist, multiple patents holder and as he famously says never taken a course in finance or economics!
At Accuracap he runs a tight ship with a focus on capital preservation through a completely algo driven strategy with zero emotional interference! No wonder they are one of the best risk adjusted portfolios out there!
AccuraCap website : http://www.accuracap.com/
PMSKart Twitter to follow : https://twitter.com/PMS_Kart
Lakshmi Iyer is the CIO (Debt) at Kotak AMC. With a penchant for bollywood and a spring in her words her funds have navigated the debt minefield that we have seen in recent time and avoided all major credit events.
Lakshmi's Twitter : https://twitter.com/Lakshmi1876
PMSKart Twitter to follow : https://twitter.com/PMS_Kart
Manish Gupta : Not only is his entire wealth tied to his PMS, but he has also convinced his mother in law to invest a significant part of her wealth into the fund! A firm believer of : It's not what you know that kills you - It's what you 'think' you know that does!
Solidarity Website : https://www.solidarity.in/
PMSKart Twitter to follow : @PMS_Kart
One of the most down to earth fund managers, Manish Jain, currently runs the Coffee Can PMS at Ambit Asset Managers
He says - "One of the most counter intuitive things to do - is to actually try and stick to your philosophy when things are going great; this is much more difficult to do than when things are going south!" This is the core of the philosophy that they practice and has made them one of the best performing PMSs in India
Ambit website : https://www.ambit.co/what-we-do/asset-management
PMSKart Twitter to follow : https://twitter.com/PMS_Kart
Karan Maheshwari : Your next door family office fund manager! "More often than not investors distrust their own judgement and only listen to the expert of the time " - KM
PMSKart Twitter to follow : @PMS_Kart
Hemant Patel : A man of many talents! Star fund manager with over 20 years on the street, great cook (by his own admission!) and innumerable awards from WSJ & Reuters Starmine for this research in the consumer space!
Alder Capital Website : www.aldercapital.in
PMSKart Twitter to follow : @PMS_Kart
Prashant is one of India's most prolific global investors to date; covering equities, real estate, currencies and private equity. Currently CIO at MultiAct Investments and successfully running PMSs since the last 9 years!
He says : Events such as the corona virus will continue to blindside you on Thursday morning. Turn it into an opportunity and simplfy your wealth!
MultiAct website : https://multi-act.com/
PMSKart Twitter to follow : https://twitter.com/PMS_Kart
Shrey Loonker : The chartered accountant who caught the pharma trend! "Once you have your original thought process in place - keep mark to marking not the stock price but that thought process" - SL
Motilal Oswal AMC twitter to follow : @MotilalOswalAMC
PMSKart Twitter to follow : @PMS_Kart
Rajesh Kothari is the Founder & CIO AlfAccurate Advisors
Rajesh runs one of the oldest PMSs in the country and has gone through all possible scenarios and has come out unscathed through all these including the current COVID event. His focus on risk-adjusted return with a clear, well thoughtout philosophy makes his PMS one of the best rated PMSs in India.
Investment/Trading in securities Market is subject to market risk, past performance is not a guarantee of future performance. AlfAccurate Advisors and associate companies do not guarantee any returns in any of its products or services. Investment in markets is subject to market risk.
Rajesh's Twitter: https://twitter.com/rajeshBkothari
PMSKart Twitter to follow: https://twitter.com/PMS_Kart
Rakshit Rajan : The punjabi fund manager who sold his insurance! "Make everything outside of your philosophy boring, while ensuring there is enough excitement within yours!" - RR
Marcellus Investment Managers : @MarcellusInvest
PMSKart Twitter to follow : @PMS_Kart
Nalin Moniz aka The Godfather of AIF's in India "The simplest way to generate Alpha is to have a simple portfolio!" - Nalin Moniz
Nalin's Twitter to follow : @nalinmoniz
PMSKart Twitter to follow : @PMS_Kart
Deepak Shenoy : The fund manager who predicted the bounce back!
"Liquidity is like a hallucinogenic drug - will continue to give markets it lows and highs" - DS
Deepak's Twitter to follow : @deepakshenoy & @CapitalMind_in
PMSKart Twitter to follow : @PMS_Kart
Anish Teli : The "Factor Quant Manager" with a track record! The question he asks often : "Would you rather trail the markets in a bull market or a bear market?"
Anish's Twitter to follow : @Anishteli
PMSKart Twitter to follow : @PMS_Kart
Neil Parikh is the CEO at PPFAS Mutual Funds and its investment thesis is probably the most differentiated from the crowd in recent times. In fact they are the only AMC that started off as a PMS house - but now run of the best risk adjusted return Mutual Funds in the country.
Neil's Twitter : https://twitter.com/npparikh6
PMSKart Twitter to follow : https://twitter.com/PMS_Kart
Nilesh Shah : The CIO who doesn't age! "The determination of success is governed by not only skill and luck but also by behaviour" - NS
Nilesh's Twitter to follow : @CapitalEnvision
PMSKart Twitter to follow : @PMS_Kart
Managing one of India's most prominent family offices cant be easy; Doing it successfully for the past 8 years - even more so!
Benaifer, however, has been able to do this and more as the CIO at RAAY Global Investments - Hear her speak on how they have been able to navigate markets, their blueprints for success and also their take on the startup environment during these testing times. One of the few CIO's out there that have profit booking as a consistent strategy!
Benaifer's Twitter : https://twitter.com/@BBenaifer
PMSKart Twitter to follow : https://twitter.com/PMS_Kart
A very successful Manish Bhandari runs one India's oldest PMS that works on a contrarian strategy at Vallum Capital. Ignoring reflexivity for most part his fund has managed to have a outperformance of 13%pa over a 8 year period. This is nothing short of spectacular!
Vallum Capital website : https://www.vallum.in
PMSKart Twitter to follow : https://twitter.com/PMS_Kart
Amit Jeswani is definitely the new breed of fund managers that are taking the investment world by storm. He now leads Stallion Asset PMS to become one of the best performing PMSs in the recent times!
While very passionate about his investing for his clients, his mistakes of the past and learnings have made him a clever risk manager as well!
Amit's Twitter : https://twitter.com/Amit_Jeswani1
PMSKart Twitter to follow : https://twitter.com/PMS_Kart
Tejas Gutka : Being a contrarian for the sake of being a contrarian does not make sense. There are are enough value traps out there!
Follow
Tejas Gutka on Twitter : https://twitter.com/tgutka
PMSKart Twitter to follow : https://twitter.com/PMS_Kart
Better known as the Robinhood of India (Although they started 5 years before!) Zerodha is now valued at over a billion dollars!
We chat with Nikhil Kamath, who is the co-founder and also runs the True Beacon Fund at Zerodha! Nikhil dropped out of school at 15 to pursue chess professionally and almost immediately started trading in the stock market. All of the above and being a practising stoic makes him one of the most interesting guests on the show so far!
Don't miss it! Nikhil's Twitter: https://twitter.com/kamath_nikhil
PMSKart Twitter to follow: https://twitter.com/PMS_Kart
Arun Mukherjee : The college dropout who became a stock market guru! With an inclination towards Tech and Pharma - He believes that data is the new drug!
Arun's twitter to follow : @Arunstockguru
PMSKart Twitter to follow : @PMS_Kart