With more than 40 years of experience at the apex level in mammoth organizations, our team learnt the inner- functionings of companies. We don’t just analyze companies, we have also helped to build them.
We look for companies which have consistently generated higher growth in earnings. This indicates efficient use of shareholders’ capital. The algorithm combines to measure highest growth with low price: earnings multiple.
We back companies with proven business models and superior performance via-a-vis peers. These companies usually come at a higher valuation but their fast growth and higher forecasted earnings provides significant upside.
When ambiguity outweighs the clarity, the opportunity presents a higher risk- reward equation. We quantify the risk and find opportunities with significantly higher upside.
“We analyze the companies by looking at them in significant detail, compare them with peers across 25-30 parameters; over 3-5 year period. And we also understand the industry nuances to which the company belongs.”
Ameet has distinguished career spanning more than 35 years with India Inc. During his last executive stint with Adani Group, he was the Executive Director and group CFO. He led 2 IPO’s out of total 4 listings amongst the 7 listed entities of this conglomerate. He has extensive experience in Treasury, Investment Management and Corporate Finance. As the CEO of Adani Family office, he has had a distinguished Portfolio Management track record. As a member of APEX team, he has contributed to several strategy and organisation building initiatives.
Earlier, Ameet was Global Head of M&A and Business Planning for Ranbaxy Laboratories Ltd., the largest Indian pharmaceutical company, where he led cross border acquisition deals in Japan, Germany, US and France besides a divestment deal. He also completed a prestigious out-licensing transaction with a Global Pharma Company. He also had P&L responsibility for Allied business (USD 40mn, 350+ people). As a member of Executive committee, he had responsibility for strategic planning and policy framework of the company.
Ameet holds a BBA degree from Sardar Patel University and an MBA degree from University School of Management, Ahmedabad. During his career, he has attended several executive programs inter alia, at The Wharton School and the Harvard Business School. He has spoken at several national/international forums and conferences. He has also lectured at several educational institutes.