Felix Narhi presented his in-depth investment thesis on Syntel (SYNT) at Wide-Moat Investing Summit 2015.
Syntel is a Top 10 India-centric IT outsourcer. The company has a superb track record of compounding wealth, a solid and defensible business model in a growing industry, and talented management. The shares trade at an attractive valuation (~17x earnings vs. a median of ~25x for India-centric IT peers).
About the instructor:
Felix Narhi, CFA is the Portfolio Manager of the Pender US All Cap Equity Fund and Pender Balanced Fund. His mandate also includes working alongside David Barr, Pender’s Chief Investment Officer, in setting the direction of Pender’s overall investment strategy. Prior to joining Pender in July 2013, Mr. Narhi spent over nine years at an independent and value-oriented investment firm in Vancouver. As a Director and Senior Equity Analyst, Mr. Narhi contributed thought leadership and primarily US investment equity ideas to the company’s Model Portfolio, a concentrated equity portfolio that has outpaced the North American benchmarks since its inception in 1994. Mr. Narhi holds a Bachelor of Commerce degree from the University of British Columbia. He earned his Chartered Financial Analyst (CFA) designation in 2003 and is a member of CFA Vancouver.
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