o3 Securities Pvt Ltd manages assets worth Rs 5008.44 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap, 1 Thematic and 1 Small And Mid Cap schemes.
PORTFOLIO MANAGERS
Sundaram’s previous stints include a role as Manager (Research) at SBI Mutual Fund, Head of Research and Fund Manager at Zurich India Mutual Fund, Senior Portfolio Manager at HDFC Mutual Fund, Portfolio Manager at M3 Investment Managers (a family office), and CIO and Portfolio Manager at PGIM India Mutual Fund. He has spent the last 20+ years in managing long-only portfolios with separately managed accounts and family offices returning a CAGR of 21% + compared to the Benchmark 17%. In his 34+ years of investment experience, he has been able to demonstrate taking significant contrarian positions – underweight Technology in 1999, underweight Infrastructure, Utilities, Power in 2007, underweight Midcaps in 2017, no NBFC exposure in 2018, etc. The common factor being to avoid sectors which were extremely popular and hence avoid the very expensive valuations. This helped protect the portfolio downside when these sectors corrected extensively in subsequent years, while overall delivering significantly above average returns. Sundaram likes to classify his value investing style bias as “Commonsense investing”. His thesis is simple – investment success can be achieved not only by doing the right things; but also by avoiding the wrong things. The “avoidance of disasters” is the hallmark of Sundaram’s investment style. Investment disasters are avoided when one stays away from (a) weak businesses (b) company managements that have treated minority shareholders unfairly and (c) expensive valuations. As a result, Sundaram’s approach is to invest in strong businesses when they are temporarily unpopular. The unpopularity provides for a good entry price. As long as we are confident about the company’s long-term ability to compete in the marketplace, we should utilize the short-term fear to buy the stock(s) at attractive prices. Since most mainline products actively pursue companies in the news and/or those that are popular, Sundaram’s style and portfolio shows low overlap with them, and hence provides a very good diversification option. Also, his strong belief in investing only in companies with long track record of High Return on Capital Employed and using the client’s capital efficiently by not overpaying for such companies, is in complete sync with the market beliefs.
Mr.Himanshu Upadhyay is the PMS Portfolio Manager at DHFL Pramerica Asset Managers Private Ltd. He is the portfolio manager for DHFL Pramerica PMS Phoenix Strategy. Himanshu is a B.Tech for NIT Hamirpur and PGDM (IIM Kozhikode). In his career spanning 11 years, Himanshu has extensive experience in Equity markets. His previous assignments have been with M3 Investment Managers Pvt. Ltd. and Max New York Life Insurance.
Priyank comes with 18+ years of experience in Financial Services out of which he has spent 14+ years in Equity Research. He has a consistent track record of recommending outperforming stocks in sectors under coverage Priyank’s responsibility includes identifying investment opportunities and acting as portfolio manager for Thematic Opportunities Portfolio & INCA Portfolio. He has worked with Dolat Capital, Mata Securities, HDFC Bank and Credit Agricole. He is MBA (Finance) from IMS Indore and is a Science graduate.
CFA Charter holder, MBA in Finance from Welingkars & Bachelor of Engineering (Infotech) from Mumbai University Experience. Apurva comes with over 16+ years of experience in the finance industry. He has worked as a co-fund manager at Helios Asset Management for Flexi cap Mutual Fund managing over 1000+ crs AUM. Previously, he has also worked with PGIM India AMC, Edelweiss, ICICI Group, AnandRathi , and Centrum Wealth Managers. Apurva is a CFA Charter holder, MBA in Finance from Welingkars & Bachelor of Engineering (InfoTech) from Mumbai University.
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