Nuvama Asset Management Limited – Portfolio Management Services (PMS)

Fund Manager

Over last 15 years have built a strong track record of generating significant alpha across all market phases. Driven by the philosophy that one should marry their profits and not stocks, I seek opportunities where the risk reward balance is asymmetric. Getting the big picture right has been my forte which eventually has helped spot the global and domestic market trends early on. Was one of the earliest member of the equity desk at Reliance Industries' Treasury. I was instrumental in building and institutionalising the investment process, operations, research capabilities as well as scaling up and managing AUM of ~USD1bn. Currently working with Nuvama Asset Management to scale up the listed equities business, where I am excited to leverage my deep domain expertise in fund management and fundamental research capabilities across asset classes.

Chief Investment Officer

15+ years of experience,  Investment & operational management , Asset Development,| Capital Raise.

Fund Manager

Naveen has over 18 years of experience spanning both sell side and buy side roles. He began his career in 2007 as a research analyst in the captive research arm of one of the world’s largest hedge fund DE Shaw. His early career in the sell side at HSBC involved generating investment ideas in the midcap space, for institutional investors. He covered sectors like Real Estate, IT, Media & Entertainment in his early years. Transitioning to Aditya Birla Capital, his role expanded to cover more wider range of sectors like Autos, Auto Ancillaries, Healthcare, Pharma, Building Materials & Age businesses. During his 11 year stint at Aditya Birla Capital, he led a research team of New 7 analysts and was part of the investment committee, which oversaw investment in two PMS schemes. Naveen’s core strength lies in deciphering intelligence and analytics out of large quantitative data sets and using that to combine top-down and bottom-up style of best of both the investing, making the worlds. At Nuvama, he is responsible for managing the Nuvama Absolute Return Strategy [NARS], and Nuvama Equities eXpansion Target strategy [NEXT] PMS as part of the Listed Equities vertical within Nuvama Asset Management. Naveen has a background in commerce and holds a masters in finance from ICFAI, Hyderabad. He is also a CFA charterholder

Fund Manager

Over 19 Years of Experience in Equity research and portfolio management. Currently CIO for Equity Alternatives at Nuvama Asset Management and Portfolio manager for Nuvama Multi Asset class Absolute Return Strategy and CAT 3 EDGE Fund (Nuvama Enhanced Dynamic Growth Equity) which deploys long short strategies and aims to generate consistent returns across market cycles with low volatility of returns.

Managing Partner and Head, Private Markets

27+ years of successful investment experience in US and Indian markets with a focus on risk- adjusted returns.  ~ 15 years across private equity and credit strategies including high yield, convertibles, distressed debt with Q investments, a $4 bn multi-strategy funds in the US. Set up the current PE/VC investing Crossover platform at Nuvama. Is managing Fund III currently. Has managed Fund I and II under Edelweiss Asset Management Ltd. Previously set up and created Q Investments’ franchise in India with investments in private equity and public markets. Recognized as Private Equity Deal Maker of the Year in 2009, India by Global M&A Network, US. Chartered Financial Analyst (CFA), CFA Institute, USA 2002, MBA (Finance), UTA, TX, USA, 1996,  BE Industrial Engineering, MS University, India, 1994.