Enam PMS

PMS

IME's View on Enam PMS

AMC View

Enam PMS is an established PMS firm founded by a respected investment team. They employ a concentrated GARP strategy that has been successful over time. Despite strong performance overall, recent years have shown slightly subdued results compared to their historical track record.

AMC Pedigree

Enam PMS is a highly reputable PMS provider in India, with a stable FM-promoter led investment team and a strong track record of managing investor money since 1997. They are considered one of the most pedigreed PMS AMC's in the country.

Team Pedigree

Enam PMS strategies are managed by Jiten Doshi, a co-founder & CIO of Enam AMC with over 30 years of experience in capital markets. Other founders of the Enam Group, Vallabh Bhanshali & Nemish Shah, are respected investment professionals but not directly involved in managing PMS strategies at Enam AMC.

Investment Philosophy

Enam AMC's investment philosophy focuses on investing in businesses with strong moats and sustainable competitive advantages. They prioritize businesses with superior execution capabilities and a long-term outlook. Their strategy is centered on five pillars: opportunity size, longevity, management, and value accretion.

AMC Background

Enam Asset Management Company Private Limited (Enam AMC) is a highly respected financial firm in India. The firm was founded in 1984 starting with providing specialised best-in-class research. Over time, the Enam Group built other business units such as investment banking, Retail and the AMC. The AMC was formed in 1997. With more than 25 years of experience in India’s capital market, Enam AMC has established a strong presence and is one of the few with more than 20year track record.

Investment Philosophy

Enam's investment philosophy is a long-term focussed strategy that seeks to invest in high-quality businesses at attractive valuations by focussing on 5 key pillars
  • Business Opportunity: by assessing the size and attractiveness of the opportunity and estimating the quality and sustainability of growth
  • Longevity: evaluated by determining the competitive advantages over the long term to understand the opportunity's predictability, adaptability and resilience.
  • Management Quality: by determining the integrity and intellect of the leadership and assessing the balance between ambition and pragmatism
  • Value Accretion: Evaluated by EVA-positivity, duration and magnitude and the extent of free cash flow by assessing return on incremental capital
  • Culture of Discipline: by turning volatility into an opportunity

    Investment team

    Jiten Doshi | 5-star rated FM

    CIO | 28 yrs at current firm

    Jiten Doshi is one of the Co-founders of Enam Group and is currently working as the CIO at Enam AMC. He has experience of over 30 years. He is a trusted advisor to various management bodies on transparency, corporate governance, disclosure, and shareholder value creation.

    Pradeep Kumar | 3-star rated FM

    Sr Portfolio Manager | 25 yrs Experience | 11 yrs at current firm

    Past Experience: Kotak, Religare, ABN AMRO, and DBS Chola Asset Management

    Pradeep Kumar brings over 25 years of experience in research and fund management. He has successfully managed funds at Kotak, Religare, ABN AMRO, and DBS Chola Asset Management. Pradeep holds a Master's degree in Finance from Sydenham Institute of Management Studies, Mumbai, and is a CFA (US) Charter holder.

    Sanjeev Patkar | 3-star rated FM

    Portfolio Manager & Head of Research | 33 yrs Experience | 3 yrs at current firm

    Past Experience: SBI Funds Management, CRISIL, Jardine Fleming, GE Capital AMC, Welspun India, Dolat Capital, and Almondz Global Securities

    Sanjeev Patkar has over 28 years of experience in research and portfolio management with organizations like CRISIL, Jardine Fleming, GE Capital AMC, Welspun India, Dolat Capital, and Almondz Global Securities. Prior to joining Enam AMC, he was a Fund Manager at SBI Funds Management Ltd. Sanjeev has extensive expertise in capital markets, corporate strategy, and business development, and holds an MMS degree from Jamnalal Bajaj Institute of Management Studies, University of Mumbai.

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