Kailash Kulkarni

HSBC AM-India is an active, long-term manager which seeks to invest in companies they believe have sustainable business growth and which are trading at a substantial discount to their intrinsic value. The firm adopts a blend of value and growth strategies for stock picking and utilizes a bottom-up approach. HSBC AM-India constructs portfolios primarily following a buy-and-hold strategy. They may hedge portfolios to protect potential downside utilizing F&O and effective use of cash. Their investment decisions are process-driven and involve fund managers and sector specialists. For fixed-income portfolios, HSBC AM-India adapts the HSBC Global Investment Process for Asset Management, monitoring duration, credit, curve positioning and security selection. They employ a combination top-down, bottom-up approach applying the top-down perspective to duration and credit and the bottom-up perspective to curve positioning and security selection.

KMAMC’s portfolio management services include equity and fixed-income solutions. For equities, they offer a special situations value portfolio which seeks to invest in value opportunities and special situations in individual stocks and related instruments which are trading at a discount to their intrinsic value. For fixed-income, the firm seeks to invest in companies with strong fundamentals and cash flow and a mix of PSU and Private Issuer fixed-income instruments. KMAMC invests through their mutual funds in equity funds, fixed-income funds, balanced funds, ETFs and fund of funds.

Functions as a College/University

Operates as a financial holding company with interest in providing financial products and services

Operates mutual funds markets for charity

L&T IM is a conservative, active investor which manages portfolios invested across market caps in equity, fixed-income and money market instruments. The firm offers a range of diversified and sector specific equity funds, debt funds, asset allocation funds and monthly income funds. Their equity investment strategy follows a bottom-up stock picking approach based on fundamental analysis, tempered by top-down macroeconomic analysis to control risk through diversification. They invest in both value and growth stocks with a medium- to long-term outlook. Their fundamental research process emphasizes an enduring business model, management quality, business fundamentals and valuation.