Negen Capital PMS was launched in November 2017. Negen is predominantly a small cap and midcap focused pms with a keen interest in identifying value investing opportunities via special situations like demergers and Spin offs and has reached the AUM INR 500 Cr. as on April 2023, having a post fee 3 years CAGR of 56%+. The objective of Negen Capital Special Situations PMS is to create consistent profits for clients in all market conditions, through values of professionalism, transparency, and safety.
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About Fund Manager
Neil Bahal – Founder and CEO Negen Capital PMS
Mr. Neil Bahal is the founder & the fund manager at Negen Capital AIF Category III and at Negen Capital PMS. He started investing at an early age of 15 and has more than 2 decades experience in the Indian capital market. He founded Negen Capital PMS in April 2017 which has maintained its highest ‘5 Star’ rating at PMS Bazaar and CRISIL rankings over the past 3 years (FY21, FY22 & FY23) and remained one of India’s top performing PMS in the Multicap category.
To capture the startup industry of the ever-growing consumer markets of India, Neil Bahal founded Negen Capital AIF -Angel Fund in April 2022 with an aim to invest in startups and consumer – centric brands. Its portfolio investments include Blue Tokai, R for Rabbit, Burma Burma, Snapmint, Dwija Foods, Burger Singh & WLDD.
What is the biggest benefit of 'Special Situation' investing?
Investors can get extremely attractive ‘entry’ valuations due to various reasons like Forced Selling from institutions in Demergers, Value Discovery in Delistings, Following the smart money with Promoter Buying, Buying into ‘Promoter Change’ which results in tremendous improvement in Corporate Governance. Basically, Special Situations will help us to do Value Investing, in its purest form.
Investment philosophy
Uncovering Undervalued Asset
- Negen strive to identify undervalued assets across different market segments, including Special Situations, Pre-IPOs, and Anchor Book investments.
- By conducting thorough research and analysis, Negen aim to capitalize on hidden value in these opportunities.
Catalyst-Driven Approach
- Negen focus on investment opportunities with identifiable catalysts such as corporate actions, industry trends, or management actions.
- By recognizing and analyzing these catalysts, Negen aim to enhance the upside potential of our investments.
Risk Management
- Negen prioritize effective risk management to protect capital and manage downside risks.
- Our investment decisions are guided by a disciplined approach, rigorous due diligence, and regular monitoring of our portfolio holdings.
- Negen aim to maintain a Negen ll diversified portfolio to mitigate specific risks associated with individual investments.
Special Situation Investment
Demerger listing
Conglomerate spins out non-core unit.
Usual Fund
Based selling emerges. Funds would rather not own the non-core or the small business due to regulatory reasons etc.
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