Piper Serica PMS
Our view on their team, the pedigree, the funds & investment philosophy followed.
IME's Review of Piper Serica PMS
| AMC Rating | Pedigree Rating | Team Rating | Philosophy Rating |
|---|---|---|---|
Upgrade | Upgrade | Upgrade | Upgrade |
AMC View
Piper Serica, led by an experienced CIO with a clear and disciplined investment philosophy, has built a strong foundation for its PMS business. Despite being a relatively young platform, it has demonstrated consistent performance and operational maturity. Given the progress in track record and scale, Piper Serica can now be considered for investment
AMC Pedigree
Piper Serica has been operating for over 15 years, initially focusing on advisory services such as cross-border M&A and managing personal investments. In 2017, they obtained an RIA license and in March 2019, they received their PMS license. The PMS service is still new and we recommend waiting for it to grow and prove its quality.
Team Pedigree
The founder & CIO has over 25 years of investment experience and is a seasoned professional in the field.
Investment Philosophy
Piper Serica invests in sector leaders in growing industries, using a rigorous research process to ensure sustained leadership positions.
AMC Background
Piper Serica has been operating for over 15 years, initially focusing on advisory services such as cross-border M&A and managing personal investments. In 2017, they obtained an RIA license and in March 2019, they received their PMS license. The PMS service is still new and we recommend waiting for it to grow and prove its quality.
Investment Philosophy
Piper Serica invests in sector leaders in growing industries, using a rigorous research process to ensure sustained leadership positions.
Investment team
Abhay Agarwal | 4-star rated FM
MD & CIO | 32 yrs Experience | 23 yrs at current firm
Past Experience: Director (JP Morgan Partners, Singapore), AVP (Citibank India)
Abhay Agarwal is an experienced CIO (with past experience as Director at JP Morgan PE Asia), as seen with his long-standing association with Piper Serica Advisors. His experience across market cycles is valuable to Piper Serica's top-down approach to investing in their strategies.
Recommended Funds
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