Sameer Shah of ValueQuest Investment Advisors presented his investment thesis on 360 One Wam Ltd (India: 360ONE) at Asian Investing Summit 2024.

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About the instructor:

Sameer Shah manages VQ Growth, the flagship PMS strategy since its inception which has delivered 20%+ returns over the last decade. With an extensive career spanning over 24 years in various facets of the financial industry, his professional background includes notable stints at Sharekhan, Brics, and Centrum. Sameer heads the Research at VQ and plays a key role in fostering a strong research culture at ValueQuest. A Chartered Accountant by qualification, he has also served as a former board member of the Association of Portfolio Management of India.

Nandan Madhiwalla of Punctilious One presented his investment thesis on HEG Ltd (India: HEG) at Asian Investing Summit 2024.

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Nandan Madhiwalla is the founder of Punctilious One and has more than a decade of experience in the investment industry. He has previously worked as a research analyst with PPFAS Mutual Fund – Mumbai, Roosevelt Investment Group and Lebenthal Asset Management in New York. He holds a Bachelor’s degree in Computer Science from D.J.Sanghvi School of Engineering, Mumbai University and a Master’s degree in Financial Engineering from NYU Tandon School of Engineering and is also a CFA Charterholder.

Rahul Saraogi of Atyant Capital Advisors presented his investment thesis on Intellect Design Arena (India: INTELLECT) at Asian Investing Summit 2024.

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Rahul Saraogi is the founder and managing director of Atyant Capital Advisors, advisor to the Atyant Capital family of funds. In the last two decades he has focused on the Indian markets. His mission is to consistently identify the best 10-15 investment ideas from among the thousands of publicly- traded Indian corporations. Rahul’s value-based investment philosophy stands apart due to his belief in the paramount importance of corporate governance, specifically how management operates with its minority shareholders in mind. Rahul is the author of “Investing in India: A Value Investor’s Guide to the Biggest Untapped Opportunity in the World”, a definitive guide on navigating the Indian markets published by John Wiley & Sons. Rahul graduated from the Wharton School of the University of Pennsylvania with a degree in Economics. Outside of Atyant, he practices Vipassana, a 2,500 year-old meditation technique that helps people see things as they really are. Rahul splits time between Chennai and New York.

Michael Fritzell of Asian Century Stocks presented his in-depth investment thesis on Café de Coral (Hong Kong: 341) at Asian Investing Summit 2024.

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Michael Fritzell is a Singapore-based analyst and the author of Asian Century Stocks. He has worked as an analyst and co-portfolio manager in Asia for well over a decade.

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Rajeev Mantri of Navam Capital presented his in-depth investment thesis on ideaForge Technology (India: IDEAFORG) at Asian Investing Summit 2024.

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Rajeev Mantri is managing director of Navam Capital, an India-focused investment firm. Prior to founding Navam Capital, Rajeev worked as a venture capitalist at New York-based Lux Capital, focusing on investments in energy, water and nanomaterials. Rajeev has contributed columns and articles on technology, investing, venture capital and political economy to The Wall Street Journal, Mint, Swarajya, Financial Times, The Indian Express, The New York Times International Weekly, Roubini Global Economics and other publications. In August 2010, Rajeev co-founded Vyome Therapeutics, a biopharmaceuticals company, and served as Vyome’s president through the company’s formative years. Rajeev graduated with a BS in materials science and engineering from Northwestern University, and an MBA from Columbia Business School, specializing in private equity and value investing. Rajeev is the author (with Harsh Madhusudan) of the book, A New Idea Of India — Individual Rights In A Civilisational State, an international best-seller on the history and future of modern India covering a diverse range of topics in economics, foreign policy and politics.

Peter Kennan of Black Crane Capital presented his investment thesis on Intelligent Monitoring Group (Australia: IMB) at Asian Investing Summit 2024.

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Peter Kennan is the founder of Black Crane Capital a catalyst/activist, deep value investment manager. Black Crane has a strong track record of creating value by actively engaging with under valued listed companies including the successful restructuring turnarounds of Elders, Emeco and MMA Offshore. Prior to founding Black Crane in 2009, Peter was a leading corporate financier with UBS Asia Pacific where he was Head of Asian Industrials Group, a team covering energy, infrastructure, resources, consumer/retail and general industrial companies. Prior to that, Peter was Head of Telecoms and Media for UBS Australia. Before UBS, Peter spent seven years with BP in a variety of engineering and commercial roles.

Naveen Chandramohan of Itus Capital presented his in-depth investment thesis on Adani Ports (India: ADANIPORTS) at Asian Investing Summit 2024.

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Naveen Chandramohan started Itus Capital in 2017 as an asset management firm investing in the public equities in India. Since then, Itus has grown into a firm managing USD 200 mm in capital across 400 families in India and globally. At Itus, Naveen runs a growth oriented fund investing in promoters or management teams with a focus on return on invested capital. The analysts at Itus work closely with the management building meaningful long-term relationships with their portfolio companies. Itus has a seven-year track record and is one of the most consistent funds in the country delivering a CAGR of 20.6% net returns to the investors over the same period. Today, Itus has offices across Chennai, Bangalore and Houston.

Prior to setting up Itus, Naveen managed money as a Portfolio manager across eight years with his last role at Hutchin Hill where he was their Responsible Officer and a Portfolio Manager heading their Hong kong office. As a fund manager, he was the recipient of the best fund manager award by Asia hedge for three years in a row. He began his career in Lehman Brothers in Tokyo and has worked across Lehman and Nomura in Tokyo and Hong Kong. Naveen did his engineering in BITS Pilani and graduated from IIM Bangalore as a gold medalist.