Valentis PMS has the makings of a successful niche PMS supplier. Because of its founder’s solid research background (despite his lack of fund management expertise), as well as a strong concentration on value investing, this is a good alternative for investors looking to invest in value equities.
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Fund Snapshot
About Fund Manager
Mr. Jyotivardhan Jaipuria - (FOUNDER & MANAGING DIRECTOR)
Jyotivardhan Jaipuria has almost two decades of expertise in the field. At Bank of America Merrill Lynch, he was the Head of Research and India Strategist. He was instrumental in establishing the research team as India’s premier research supplier as well as one of the country’s top institutional brokers. Leading institutional investors in India ranked him as one of the top strategists in the country. Jyotivardhan has also served on the DSP Merrill Lynch Board of Directors, the Asia Pacific Research Executive and Operating Committees, the India Country Leadership Team (CLT), and other management committees.
He worked in the Project Financing Department of ICICI before joining DSP Merrill Lynch. Jyotivardhan earned a bachelor’s degree in commerce from Sydenham College and an MBA from the Indian Institute of Management in Ahmedabad.
Investment Objectives:
- Large-cap (top 100) corporations account for 20-40% of the portfolio.
- This will allow the portfolio to be a dynamic mix of well-known, liquid brands as well as mid-caps that may benefit more from a cyclical bounce.
- The fund seeks to achieve an appropriate balance of reduced volatility in large-cap companies and better return potential in mid-cap names.
- The buy-and-hold strategy is still the most effective.
Why Choose Valentis
- Client-centered strategy: The founders would put their money into the same fund as you.
- Our goals are the same as yours: Superior performance is rewarded with performance fees.
- The founders have skin in the game: they’d put money into the same fund as you.
- Flexible options: We are pleased to collaborate with you to develop bespoke investment solutions.
- Strong pedigree and financial market experience: The founder has worked in the financial business for over 30 years and has effectively carved out a space for research-based, non-consensus viewpoints.
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