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Fund Snapshot

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About Fund Manager

Manish Bhandari ( Fund Manager )

Manish has over two decades of expertise in the Indian capital markets, and in 2010, he co-founded Vallum Capital, an investment management and advisory business that advises Institutional, Family Offices, and High Net Worth Individuals on equity and asset allocations. Prior to starting Vallum, he spent six years with ING Management in India as a VP and Portfolio Manager (Equities), managing and advising equities assets worth more than US$ 500 million. He has been on CNBC’s Wizards of Dalal Street, Next Generation Promising Investment Managers of India, and is a regular contributor to a number of financial periodicals in India and overseas. He has a master’s degree in business administration and is a Certified Public Accountant.

Investment Philosophy

  • Vallum India Discovery portfolio aims to be cautious and engage in excellent opportunities with a margin of protection.
  • The investment team of master portfolio- Vallum India Discovery places utmost emphasis on the long-term wealth formation and capital preservation goal.
  • With their ‘Growth At Fair Price’ investment style, Vallum India Discovery Master Portfolio plans to produce superior risk-adjusted returns.
  • This portfolio generally investments in companies with underutilised capacities and creative business models that result in increased market share and profit margins.

Unique Feature

A midcap-focussed portfolio of specialised financial services companies

Fund Overview

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