Generate differentiated, high-conviction investment ideas in direct equity stocks through fundamental, bottom-up research across sectors.
Develop investment theses with a clear view on long-term business quality, risk/reward, key catalysts, and variant perception versus consensus.
Build and maintain financial models for companies in the portfolio and investment pipeline.
Analyze various investment proposals across mutual funds and AIF space.
Monitor the firm’s mutual fund investments — tracking performance, portfolio holdings, style and strategy drift, fund manager changes, and risk metrics
Meet existing and potential companies and fund managers.