Trivantage PMS
PMSIME's View on Trivantage PMS
AMC View
We believe investment managers should focus on their expertise. Trivantage PMS specializes in the financial sector with a veteran manager, making it a top BFSI fund in the market.
AMC Pedigree
Trivantage PMS, founded by an experienced professional in the financial services industry, is a credible player in the niche PMS market despite being a young firm.
Team Pedigree
A sector-focused PMS house benefits from having a CIO with extensive experience running leading investment houses like Nikhil, who brings valuable insights on business operations to the table. Nikhil Johri, Founder & CIO, has experience spanning treasury, banking, and portfolio management across global and Indian institutions.
Investment Philosophy
Trivantage follows a sector-focused, bottom-up investment style with core expertise in financials. The investment philosophy focuses on purchasing high-quality financial services businesses using the founder & CIO Nikhil Johri's expertise.
AMC Background
Trivantage PMS was founded by Nikhil Johri in 2014, with the core focus of using Nikhil’s considerable domain expertise in the financial services industry to create financial services focused portfolios for its clients. Niche PMS Provider While Trivantage PMS is still a young firm, the pedigree of its founder in the financials services domain (the core focus of Trivantage PMS) makes it a credible niche PMS player.Investment Philosophy
The investment philosophy is to evaluate financial services stocks by combining their understanding of Macros and analysis of their credit profiles with Valuations. The founder & CIO Nikhil Johri has a strong expertise in Financial sector and aim to outperform the marketby following the 'circle of competence'. This is driven by -- Strong Alignment of Interest: Ensuring interests align with investor by co-investing in funds by the founder.
- Courage of Conviction: They do not hestitate to take contrarian positions.
- Financial Sector Trinity: Evaluating financial services businesses by understanding macros and combining their analysis of credit profiles with Valuations in mind.
- Skill & Diligence: Believe in skill & diligence that has the ability to generate superior returns.
- Ethical & Transparent: Trivantage Capital have high level of integrity & transparency while also maintaining high standards of the businesses selected in order to reciprocate trust placed by investors.
Stock Selection
Filtering stocks based on Qualitative & Quantitative Screens. Qualitative Filtering Screens- Selecting businesses with CEO's who have track record & able to lead during different cycles.
- ESOP grant policy and skin in the game
- Role of the Board and independent Directors.
- Quality and involvement of promoter.
- Sustainability of business Model & Moats.
- Capital Position
- Free Float Market Capitalization
- Liquidity
- Volatility
- Granular deposit franchise
- Return Ratios
Investment team
Nikhil Johri | 4-star rated FM
Founder & CIO | 38 yrs Experience | 11 yrs at current firm
Past Experience: CEO India (BNP Paribas Investments, Fortis Investments, ABN Amro AMC)
Nikhil is a veteran of the Indian financial markets, having been the CEO at several leading investment firms including BNP, Fortis & ABN Amro. He started Trivantage PMS in 2014, in order to use his considerable knowledge of the financial system to build financials focussed investment portfolios.
