Anuj Didwania presented his in-depth investment thesis on Bharat Heavy Electricals (India: BHEL) at Best Ideas 2015.
About the instructor:
Anuj is the fund manager of Redart Capital, a fundamental value oriented investment management firm based in India. Prior to Redart Capital, from 2004 to 2005, Anuj was a Vice President solely responsible for the India proprietary trading desk at Merrill Lynch in Hong Kong and also assisted with managing Merrill Lynch’s $2 billion P-note product. From 2000 to 2004 Anuj was a proprietary trader for HSBC in Mumbai and was also responsible for setting up the equity derivatives desk for the company in India. From 2005 to 2009 Anuj has been working in the capacity of an executive director in his family business that is focused on logistics. He introduced strong processes and systems which helped increase margins and deliver consistency whereby the profits of the company have increased 800% since his joining. Since 2009 Anuj has been focused on investing proprietary capital of his family and developing his investment and risk management processes. Anuj received his post graduate degree in Business Administration (MBA) from Manchester Business School (UK) in 2000 and received his undergraduate degree in Commerce (B. Com) from Sydenham college in Mumbai.
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