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Valentis PMS

PMS Rating

IME PMS Rating

4 of 5 stars

Highly recommended for aggressive investors looking for Multi Cap strategies with Small Cap bias: Valentis PMS has the ingredients to emerge as a strong niche PMS provider. The strong research pedigree of its founder (even as his fund management experience is relatively recent), along with a strong focus on value investing, makes this a decent option for investors seeking to invest in value stocks.

The PMS/AIF AMC Rating is derived on the basis of our analysis on 5 key qualitative parameters that we use to analyse the quality of a PMS/AIF Provider. These include an assessment of the size of the AMC, the pedigree of the AMC, the pedigree of the team, the value of the investment philosophy & the level of differentiation. These insights of our central research team are documented in the IME RMS, and can be accessed during a consultation call with an IME PMS specialist.

PMS Background

Discretionary AUM (690cr) | Promoter Category ()

AMC Background

Valentis Advisors PMS was founded in 2016 by Jyotivardhan Jaipuria (a seasoned & respected ex-DSP ML fund manager).

Investment Philosophy

Valentis Advisor’s follow a 3 “U” Philosophy – aiming to buy stocks that are undervalued, underperforming and under-owned. There is a strong research focus, with an aim to make long-term investments in stocks that are at an ‘inflection point’ in their earnings cycle.

Valentis is not willing to pay exorbitant valuations for growth. GARP is their motto.

Inv Team

Investment Team

Jyotivardhan Jaipuria | 5-star rated FM

Founder and MD | 38 yrs Experience | 9 yrs at current firm

Past Experience: Manager Director (Bank of America Merrill Lynch), Manager (ICICI Bank)

Jyotivardhan Jaipuria comes with more than 2 decades of experience. He was the Head of Research and strategist for India at Bank of America Merrill Lynch. He helped build the research team as the leading research provider in India as well as one of the top institutional brokers in the country. As a strategist, he was rated amongst the top strategists in India by leading institutional investors in India. Jyotivardhan has also served as a member of the Board of Directors of DSP Merrill Lynch, the Asia Pacific Research Executive Committee and Operating Committee, the India Country Leadership Team (CLT) and other management committees. Prior to DSP Merrill Lynch, he worked in ICICI in the Project Financing Department. Jyotivardhan graduated in Commerce (B.Com) from Sydenham College and has an MBA from the Indian Institute of Management, Ahmedabad.

PMS/AIF Schemes

PMS & Listed Equity AIF Schemes

Scheme Category Style 1 yr 3 yr 5 yr Since Inc
Valentis Multi-Cap Mid & Smallcap Value 35.3 25.6 20.1 23.5
Valentis Rising Star Opportunity Small Cap Value 40.3 43.6 26.4 21.2

Returns as of 28-Feb-24.

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Details shared on the public website, are only a short snapshot of the more detailed analysis that resides in our Proprietary Research Management Solution (RMS) – A proprietary cloud-based tool, that ensures that the unbiased research insights of our central research team are shared directly with investors.

Our RMS allows us to operate with a level of transparency, ethics & consistency of insights, that is unparrarelled in the industry. Our RM’s will help showcase the PMS/AIF options that are the most suited for your unique requirements.

Download Sample RMS Reports: AMC View | Scheme Comparison

Note: PMS AMC & Scheme Reviews and Ratings are based on IME Capital’s Proprietary Review and Rating Methodology (read more here: AMC Rating & Scheme Ratings). These reflect the unbiased views of our central research team, based on our assessment of the investment value of these PMS/AIF strategies for our investors. We follow a highly stringent rating-criteria, where approximately 50% of PMS AMC’s & strategies would be rated 2-star or below (this is not meant to indicate that these funds are not investment-worthy, but that they do not currently fulfill the requirements we focus on for recommending funds to our investors — based on our internal views on the merit of the AMC/strategy relative to peers). Reviews & Ratings are primarily based on research of publicly available information (SEBI disclosures, PMS websites, PMS-aggregation platforms, webinar recording, media interviews etc.) and no explicit consent is required from AMCs for the same. While we endeavour to do further due-diligence via direct interactions with the investment teams of AMCs, this is typically restricted to AMC’s that meet our foundational fund selection criteria (reviews on lower-rated AMCs are often based solely on publicly available information). The views reflected in our Reviews & Ratings, are our independent views and may not be shared by the AMC’s and the investment teams. Please read detailed disclaimer for more.