Sameeksha capital was set up by our founder, Bhavin Shah (one of the most awarded Equity Professionals) to manage his personal savings in an institutional setup. As such, he is Sameeksha’s first client. More than 99.5% of investments by Bhavin and his family in Indian Equities are made in funds managed by Sameeksha thus achieving a total alignment of interests with Sameeksha’s clients. We are very honored and privileged to have some very successful entrepreneurs form our core client group; these clients raise the bar both for governance as well performance and aspire us to exceed their expectations. Bhavin believes in making deep upfront investments in core capabilities he views as essential to delivering superior performance. These capabilities include Human Resources as well as in-house Software development which is very rare in the industry. Bhavin works with an investment committee having collective investment experience of over 75 years as well as a nine member research team. The investment committee also includes Eswar Menon, who brings with him 25 years of experience of managing equity portfolios for which he has a solid track record.
Drawing on from our past experience in investment research and management, we have established a well oiled investment process based on proven frameworks and backed by good technology. Our focus on process driven and technology backed research and decision making is key to our ability to deliver consistent and value added outcomes to our clients. Integrity, Objectivity and attention to detail are at the core of our value system. Most importantly, we believe in being primarily rewarded for just one thing, performance. We offer fee structures that we see as being very transparent and fair to investors with terms that may not even be required by regulation.
Our India equity strategy went live on 1st April 2016. Since Inception, we have delivered strong absolute and risk-adjusted returns vastly outpacing our benchmark and industry peers. Also, we have demonstrated consistency in performance as witnessed in our top decile ranking for all the applicable rolling five year periods. We have delivered this performance without taking undue risk and hence our portfolio statistics show superior risk adjusted performance ratios.
