New Delhi: India’s Warren Buffet is in the offing. A passionate Fund Manager and a Chartered Accountant by profession from Mumbai, Siddhartha Bhaiya, who has been eating, drinking and sleeping stocks, as he humoursly calls himself, has propelled Aequitas to deliver a jaw-dropping 35% CAGR returns over the past 10 years, an enviable figure that very few global fund managers like Warren Buffet or Peter Lynch could deliver.
Reshaping the world of finance with his sharp insights and contrarian stock-picking approach with over 21 years of experience in Equity research and fund management, Siddhartha has scripted a story of a successful fund manager by creating wealth for his portfolio investors with his unique investment styles and strategies.
A look at Aequitas Investment’s performance across its investment platforms speaks well about Siddhartha’s acumen as a fund manager. Aequitas has delivered 75% across all its three platforms, viz. Portfolio Management Services (PMS), Alternative Investment Fund (AIF) and Off-shore Fund. Aequitas PMS has delivered a 10-year CAGR of 37% (Nifty50 15%) while the three-year CAGR is 62% (Nifty50 23%), which has set new industry standards. Moreover, Aequitas Investment’s AIF has organically grown to a $ 100 million fund in just over four years. Since its inception in March 2019, Aequitas AIF has delivered 29% CAGR (Nifty50 13%). Aequitas Investments Consultancy has outperformed the markets, with an alpha of about 60% over the Nifty in the past one year.
Siddhartha always says that the stock market is a marathon, not a sprint, and he advises focusing on building wealth over time. With over two decades of rich experience he drew from his stints with PNB AMC, Reliance Capital Asset Management and other firms, Siddhartha embarked upon setting up his own Portfolio Management Services firm – Aequitas Investment Consultancy, in 2012. Attributing his success to the market cycles he has seen all these years gave Siddhartha opportunities to identify high-quality companies by adopting a contrarian approach.
Siddhartha has always predicted certain trends in the stock market much before than others, which became a reality later on. It helped him in spotting multi-baggers, both in small-cap and mid-cap spaces. Today, Siddhartha has yielded significant returns due to his disruptive investing strategies, particularly in small-cap stocks.
As a philosophy, Siddhartha has always believed in buying the stocks that are the leaders of a particular sector by keeping the much-needed margin of safety. Just like the veteran Warren Buffett, Siddhartha scouts for the companies that have abilities to create values in the long – term, which strengthens the portfolio. So much is the trust of the investors over the years that, Aequitas Investment Consultancy has been the most sought-after portfolio investment destination for ultra-HNIs, select family offices and FPIs.
Aequitas Investment’s multi-bagger approach works on three parameters: Growth, Contrarian and Value. For it, Small and Midcap space is the sweet spot where one can tap into high-growth stories available at reasonable valuations. Siddharth feels that sectors like Metals, Commodities, B2B Manufacturing and Short End Capex – oriented companies, Automobiles, Pharmaceuticals, etc will dominate the market.