The strategy seeks to capitalize on macroeconomic turnarounds, targeting companies operating in industries or sectors that are expected to benefit from broader economic trends, such as economic recovery, policy changes, or shifts in consumer behavior.
The strategy also considers the potential impact of management changes, recognizing that new leadership can bring fresh perspectives, strategic initiatives, and improved corporate governance, which can positively influence a company's performance and long-term growth prospects.
Mr. Sameer Narayan
Mr. Sameer Narayan has over 25 years of experience in Indian Equity markets with significant alpha generation track record over longer time periods. He has been with the Company since July 2022 as Head - Alternate Investments Equity.
Prior to joining the Company, he has worked with organizations like Invesco Asset Management - India, Adani Advisory LLP, BNP Paribas Investment Partners, SSKI Securities Pvt. Ltd., Enam Securities Pvt. Ltd. and Motilal Oswal Securities Ltd. He has varied experience in managing mandates across growth and value strategies as well as buy side and sell side experience.
Sameer holds Master’s in Management Studies (MMS) from Narsee Monjee Institute of Management Studies, Mumbai and B.E. degree with specialization in Production Engineering from KJ Somaiya college of Engineering, Mumbai.
Dhaval Mehta
Dhaval MehtaMr. Dhaval Mehta Has 9+ years of experience in equity research and portfolio management. Dhaval’s main domain expertise is in Consumer Staples & Discretionary, Retail, Building Material, Cement and Media sector.
Prior to joining ABSLAMC, he has worked with ASK Investment Managers as Portfolio Manager and managed assets over $200mn with stellar performance across investment cycles.
Prior to ASK, he has worked with Emkay Global Financial Services, Ventura Securities and Infosys.
Qualification: MBA from Narsee Monjee Institute of Management Studies Mumbai and have done its Bachelor of Engineering from D.J Sanghvi College of Engineering Mumbai.