V.P. Rajesh and Saurabh Basrar of Banyan Capital Advisors presented their investment thesis on GHCL Textiles (India: GHCLTEXT) at Asian Investing Summit 2024.

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About the instructor:

V.P. Rajesh has been in the capital markets since 1991, first as an IT consultant (at Citicorp Overseas Software) and then as an Investment Banker for over 10 years specializing in mergers and acquisitions. During his banking career with J.P. Morgan Chase, Deutsche Bank, Piper Jaffray and Thomas Weisel Partners in New York and San Francisco, he focused on technology, media, telecom and healthcare sectors and completed transactions worth over $27 billion. V.P. relocated to India in July 2007 and started re-investing in the Indian stock market from March 2008 onward. He started Banyan Capital Advisors in New Delhi in November 2011 to manage outside capital using investment principles espoused by likes of Graham, Buffett, Munger, Klarman and Lynch. V.P. is an MBA from the University of Michigan’s Ross Business School with a distinction and has a B.E. (Hons.) degree from BITS, Pilani, India.

Saurabh Basrar is a Portfolio Manager at Banyan Capital Advisors. He has fifteen years of experience in portfolio management and equity research. His prior experience includes positions at Fidelity, A.T. Kearney, and Citibank. Saurabh is a rank holder chartered accountant, member of the CFA Institute, and a graduate of Sri Ram College of Commerce. He is also the author of the bestselling book, “Masterclass with Super-Investors”.

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