Private Equity Approach to Small Cap Investing
- March 22, 2022
- 5:00 PM - 6:00 PM IST
- Online
- As on Dec 2021
- Consolidated performance; Net of expenses/charges, mgt. fee & performance fee to the extent charged
- Individual portfolio performances may vary
We are pleased to announce the upcoming webinar on “Private Equity Approach to Small Cap Investing”, on 22th March 2022, 5.00 pm IST”.
Over the past two decades, many Small Cap companies have evolved to become Midcaps, Large caps and some have even entered NIFTY and Sensex. This makes a strong case for prudently making exclusive allocation to Small Caps in any HNI equity portfolio. However, investing in quality small caps is like picking needle from a hay stack and therefore small cap investing is considered a risky proposition which is quite similar to investing in private equity investing. Employing a private equity approach to constructing and managing Small Cap portfolio helps in mitigating such risks over the medium to long term and potentially generate superior alpha. This approach entails investing in businesses that are undergoing structural transformations which can catapult the companies into the next orbit of business growth and resultant valuation re-rating. The endeavor in this approach is to catch the inflection point in a company’s business growth journey and exit over a 4-5 year timeframe
Performance of Aurum Small Cap opportunities
REGISTRATION:
CFA Society India members: Free |
CFA Level 3 Cleared: INR 100 |
CFA program candidates: INR 100 |
Others: INR 150
Sandeep Daga, MD & CIO, Nine Rivers Capital
Sandeep has an experience of 29+ years in financial markets primarily in Public & Private Equity investing. Sandeep founded Nine Rivers Capital in early 2008 with the singular aim of building an independent ‘no conflict’ asset management boutique. Nine Rivers launched their flagship small cap strategy over nine years back in Dec 2012. In FY 2021, their small cap strategy was the best performing PMS with aggregate returns of 203% making them chart toppers across all PMS and AIFs. Sandeep has been an astute Investor known for spotting investment trends and high performing companies early on. Prior to Nine Rivers, Sandeep was a Partner at Frontline Ventures, a growth PE firm focused on mid-market investing. He was also Head of B2B Investments at ICICI Ventures and prior to that he had a career in corporate finance across reputed companies. His enduring network of relationships helps in incremental validation of investment ideas and informal reference checks on promoters and managements. When not at work, Sandeep loves to travel to offbeat places to explore the local culture, cuisine and lifestyles. Sandeep holds an MBA in Finance from NMIMS and is a graduate in Electronics Engineering from Amravati University.
Vaibhav Jain, CFA
Vaibhav Jain is a CFA charterholder with over 10 years of corporate experience across various functions. Currently, he heads strategic partnerships, sales and content divisions at WealthDesk, an investment technology platform. Vaibhav has previously worked as a Private Wealth Manager at Edelweiss Financial Services and an Investment Banker with Deutsche Bank. He has completed his MBA from IIM Indore and has also cleared all 3 levels of CMT. Vaibhav is an avid writer of financial topics on LinkedIn with a follower base of around 60,000.
Sandeep Daga, MD & CIO, Nine Rivers Capital
Sandeep has an experience of 29+ years in financial markets primarily in Public & Private Equity investing. Sandeep founded Nine Rivers Capital in early 2008 with the singular aim of building an independent ‘no conflict’ asset management boutique. Nine Rivers launched their flagship small cap strategy over nine years back in Dec 2012. In FY 2021, their small cap strategy was the best performing PMS with aggregate returns of 203% making them chart toppers across all PMS and AIFs. Sandeep has been an astute Investor known for spotting investment trends and high performing companies early on. Prior to Nine Rivers, Sandeep was a Partner at Frontline Ventures, a growth PE firm focused on mid-market investing. He was also Head of B2B Investments at ICICI Ventures and prior to that he had a career in corporate finance across reputed companies. His enduring network of relationships helps in incremental validation of investment ideas and informal reference checks on promoters and managements. When not at work, Sandeep loves to travel to offbeat places to explore the local culture, cuisine and lifestyles. Sandeep holds an MBA in Finance from NMIMS and is a graduate in Electronics Engineering from Amravati University.
Vaibhav Jain, CFA
Vaibhav Jain is a CFA charterholder with over 10 years of corporate experience across various functions. Currently, he heads strategic partnerships, sales and content divisions at WealthDesk, an investment technology platform. Vaibhav has previously worked as a Private Wealth Manager at Edelweiss Financial Services and an Investment Banker with Deutsche Bank. He has completed his MBA from IIM Indore and has also cleared all 3 levels of CMT. Vaibhav is an avid writer of financial topics on LinkedIn with a follower base of around 60,000.
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