Nirav Vakil

HSBC AM-India is an active, long-term manager which seeks to invest in companies they believe have sustainable business growth and which are trading at a substantial discount to their intrinsic value. The firm adopts a blend of value and growth strategies for stock picking and utilizes a bottom-up approach. HSBC AM-India constructs portfolios primarily following a buy-and-hold strategy. They may hedge portfolios to protect potential downside utilizing F&O and effective use of cash. Their investment decisions are process-driven and involve fund managers and sector specialists. For fixed-income portfolios, HSBC AM-India adapts the HSBC Global Investment Process for Asset Management, monitoring duration, credit, curve positioning and security selection. They employ a combination top-down, bottom-up approach applying the top-down perspective to duration and credit and the bottom-up perspective to curve positioning and security selection.

BAM engages in both active and passive portfolio management. The firm invests in primarily invests in equity, fixed-income, money-markets and derivatives, with the bulk of investments in Indian securities. BAM specializes in quantitative management using computer models to analyze and transform available financial information. The firm also manages alternative products designed to achieve absolute performance by using derivative instruments. As a passive investor BAM designs and manages ETFs, which aim to replicate as closely as possible benchmarks such as the S&P CNX Nifty Index, the CNX Nifty Junior Index, or the CNX Bank Index.

Functions as a College/University

Kubera Partners invests in companies located in United States and India. The firm focuses on a broad range of sectors and industries. It provides financing for growth and buyout stage capital requirements.