Kotak Asset Management

KOTAK ASSET MANAGEMENT PMS - Amongst the Oldest PMS’ on the street,Over a decade of experience in the Indian capital markets, Strong Research and Operations team, Consistent client interaction. Investment Strategy - Large market opportunity, Businesses with robust competitive advantages, Strong Financials and Earnings Growth, Management Dynamism and Good Corporate Governance, Fair Valuations

Fund Managers

Mr. Anshul Saigal

Portfolio Manager

Anshul has a total experience of over 14 years in the Indian Capital Markets, of which he has spent over 8 years at Kotak PMS. In the past he has worked with organisations like JP Morgan, ICICI Bank and Standard Chartered Bank, analysing equities and corporate credit. He is an MBA (Finance) from Management Development Institute, He has particular interest in the field of behavioural finance and he endeavours to build a lasting investment edge through a robust understanding of the same.

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Mr. Rukun Tarachandani

Research Analyst

He is responsible for equity research, new idea generation and tracking the performance of existing holdings. Prior to Kotak, he was with Goldman Sachs as an equity research analyst. He is an MBA (Finance) from Management Development Institute.

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Strategy

SSV1 - Multi Cap

The portfolio shall be a mix of Value Opportunities and Special Situations.
1. Value Opportunities -are ones, where in the opinion of the fund manager, the company’s Intrinsic Value is ‘X’, while the stock is trading at a discount to X. The discount should be such that it offers reasonable ‘Margin of Safety’ for an investment in the stock. This discount to Intrinsic Value is a result of multiple reasons i.e.temporary miss in performance, risk aversion at broad market level, regulation uncertainty, etc. As uncertainty regarding these aspects abates, the Intrinsic Value is expected to be realized.
2. Special Situations- These shall be investment opportunities dependent on the probability of occurrence of one or more corporate events, rather than market events. These situations can largely be classified as:
a) Price related situations: In Price related situations, stocks shall be bought at a discount to the price,which is/ maybe guaranteed by any institution. These situations can arise in the form of buybacks, delistings, etc.
b) Merger related situations: In Merger related situations, shares of a company can be created at a discount to the current market price. c) Corporate Restructurings: In Corporate restructurings, consequence of specific corporate action in the form of spin offs, asset sales, management change, etc. could lead to either value unlocking or cash payouts to investors.

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SSV2 - Multi Cap

The portfolio shall be a mix of Value Opportunities and Special Situations.
1. Value Opportunities -are ones, where in the opinion of the fund manager, the company’s Intrinsic Value is ‘X’, while the stock is trading at a discount to X. The discount should be such that it offers reasonable ‘Margin of Safety’ for an investment in the stock. This discount to Intrinsic Value is a result of multiple reasons i.e.temporary miss in performance, risk aversion at broad market level, regulation uncertainty, etc. As uncertainty regarding these aspects abates, the Intrinsic Value is expected to be realized.
2. Special Situations- These shall be investment opportunities dependent on the probability of occurrence of one or more corporate events, rather than market events. These situations can largely be classified as:
a) Price related situations: In Price related situations, stocks shall be bought at a discount to the price,which is/ maybe guaranteed by any institution. These situations can arise in the form of buybacks, delistings, etc.
b) Merger related situations: In Merger related situations, shares of a company can be created at a discount to the current market price.
c) Corporate Restructurings: In Corporate restructurings, consequence of specific corporate action in the form of spin offs, asset sales, management change, etc. could lead to either value unlocking or cash payouts to investors.

To Know the Strategy Performance Click Here ...

What Kotak Asset Management say about us

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