Banyan Capital PMS
Our view on their team, the pedigree, the funds & investment philosophy followed.
IME's Review of Banyan Capital PMS
| AMC Rating | Pedigree Rating | Team Rating | Philosophy Rating |
|---|---|---|---|
Upgrade | Upgrade | Upgrade | Upgrade |
AMC View
Banyan Capital ticks all the marks of a credible AMC, backed by their strong performance. They can be considered for investments.
AMC Pedigree
Banyan Capital has shown great potential for scaling and has matured in terms of age, having established a presence in the PMS market.
Team Pedigree
V.P. Rajesh, the founder of Banyan Capital, is a highly seasoned veteran in the capital markets, with a strong track record from working at well-known financial firms such as J.P. Morgan Chase, Deutsche Bank, Piper Jaffray, and Thomas Weisel Partners. His extensive experience in the financial industry, including his focus on the US market until 2007 and subsequent focus on Indian businesses, bolsters his credibility.
Investment Philosophy
Banyan Capital’s investment philosophy follows a disciplined value approach, focusing on businesses with strong management and competitive advantages, buying at a significant discount to intrinsic value. They maintain a concentrated portfolio, typically under 30 positions, and adjust capital allocation between equity and fixed income based on market conditions.
AMC Background
Banyan Capital Advisors is a Delhi-based PMS manager established in November 2011 The managing partner and portfolio manager is V.P. Rajesh, who spent a decade (1990s-2000s) as an investment banker at J.P. Morgan Chase, Deutsche Bank, Piper Jaffray, and Thomas Weisel Partners in New York and San Francisco, focusing on technology, media, telecom, and healthcare M&A and completing transactions worth over $27 billion. He relocated to India in July 2007 and began reinvesting in Indian equities from March 2008.
Investment team
V.P Rajesh | 4-star rated FM
Managing Partner & PM | 35 yrs Experience | 25 yrs at current firm
Past Experience: J.P. Morgan Chase, Deutsche Bank, Piper Jaffray
V.P. Rajesh is the Managing Partner and Portfolio Manager at Banyan Capital Advisors. With over 30 years of experience in capital markets, V.P. started his career as an IT consultant before transitioning to investment banking, specializing in mergers and acquisitions at firms like J.P. Morgan Chase, Deutsche Bank, and Piper Jaffray. Since relocating to India in 2007, he founded Banyan Capital Advisors in 2011.
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