Aequitas PMS
PMSIME's View on Aequitas PMS
AMC View
Aequitas is a strong AMC for aggressive investors due to its founder-fund manager, proven track record in small-cap investments, and clear focus. However, the high minimum investment requirement may be a barrier for some investors.
AMC Pedigree
Aequitas has built strong AMC credentials through Siddhartha Bhaiya's successful small-cap picks, leading to the company being recognized as a specialist in small-cap investments.
Team Pedigree
Aequitas's team is known for founder Siddhartha Bhaiya's successful track record in selecting small-cap stocks.
Investment Philosophy
Aequitas focuses on delivering high returns by investing in small-cap undiscovered companies with potential for significant growth. They create customized portfolios for each client, rather than using a model portfolio approach. This strategy involves investing in companies with high growth potential, a contrarian approach, and value stocks with re-rating potential.
AMC Background
The combination of a founder-fund manager, a proven longer-term track record and a clear focused specialisation in identifying small-cap winners makes Aequitas a strong AMC to invest in for more aggressive investors.
Aequitas has developed its AMC credentials, on the back of sustained outperformance delivered by Siddhartha Bhaiya's small-cap picks. The AMC has scaled well and is considered to be a strong specialist in small-cap picks.
Investment Philosophy
Aequitas's Investment Philosophy revolves around delivering outsized returns, by investing in small-cap undiscovered companies. Aequitas does not follow a model portfolio approach, instead choosing to build customised portfolios for individual clients. The process of identifying multi-baggers includes investing in companies that offer a combination of high growth, a contrarian approach and stocks that offer value (providing a re-rating potential).
Investment team
Siddhartha Bhaiya | 5-star rated FM
MD & Fund Manager | 21 yrs Experience | 13 yrs at current firm
Past Experience: Fund Manager (Nippon India MF)
Siddhartha a qualified Chartered Accountant is the driving force behind Aequitas & has over 13 years of experience into Equity research and Equity Fund Management. Siddhartha started his career as a Research Analyst with Sushil Finance and has worked with Strat cap Securities. Principal PNB AMC & Reliance Capital Asset Management (RCAM). Siddhartha has developed his fund management credentials at Aequitas where he has demonstrated strong longer-term outperformance based on his small-cap picks.
