Anoop Bhaskar

UTI-IM considers asset allocation and sector allocation to be as important as stock picking and therefore combines top-down and bottom-up approaches, adapting portfolios to varying market conditions and making sure investment opportunities are not overlooked. They make investments based on their in-house research.

TAML is an active, value-oriented manager with a long-term outlook. They offer a full spectrum of solutions that span across all asset classes, including equity, fixed income, alternatives and custom multi-asset solutions. The firm advises both public equity and private equity strategies that are focused on emerging and/or frontier countries. They also advise global public equity and global macro strategies. TAML employs a consistent long-term approach to investing that emphasizes fundamental, on-the-ground research as the core driver of its investment process.

Functions as a College/University

Investment holding company

Sundaram AM is an active, research-oriented manager which employs a fundamental approach, seeking long-term outperformance by investing in large and small/medium-sized companies with unique business strength in attractive sectors, sound and transparent management, visibility and durable growth at a reasonable price. The firm performs fundamental quantitative analysis, including regular company visits, to assess markets, seeking to identify attractive and relatively unknown companies with strong financial characteristics evaluating profit margins, finance charges, cash flows, revenue and earnings growth, value add, return on equity and Du-Pont analysis, return on capital employed, working capital efficiency, trend analysis for key parameters and peer and industry aggregate comparison. To generate ideas, they look at a variety of macroeconomic factors including GDP, inflation, interest rates, money supply, credit growth, forex accretion mapping sector patterns in GDP growth, and the economic cycle. The company-specific factors they evaluate include future growth drivers, management capability, capital intensity and balance sheet strength. Sundaram constructs portfolios utilizing a core/satellite approach, where the core portfolio contains a significant percentage of large-caps and the satellite portfolio is based on small/mid-caps. They qualitatively evaluate business/sector prospects and the product lifecycle/business cycle. They look at a company's risk profile, including their leverage, ability to raise equity, cost of capital, track record in debt repayment, qualitative aspects, transparency, management quality and capability and fairness in treatment of minority shareholders.

Bandhan is an active, research-based manager that offers a range of prudently constructed investment products across equities, fixed-income, and liquid alternatives that aim to provide performance consistent with their well-defined objectives. Their investment process and methodology are driven by disciplined, fundamental research. Stock selection for investment advisory services is made through a combination of top-down and bottom-up approaches and by concentrating on underlying shifts in the Indian economy at an early stage.