Founder of Harper Capital Management, an asset management company focused on managing equity portfolios for institutional investors. He is also a member of the Board of Trustees that oversees the $3.5 billion San Jose Police and Fire Pension Fund.
Skilled and experienced fund manager with an excellent long-term, track record of outperformance and risk management.
Has invested in Emerging Markets as a portfolio manager, including India for 24 years. Seen many investment cycles and has navigated the ups and downs of Emerging markets very successfully.
Worked at well known asset management companies including Nicholas Applegate, Loomis Sayles and WHV Investments, and at smaller companies including Denahi Global Investments and Geneva Advisors.
Developed investments process that includes rigorous analysis of company fundamentals, verification of business quality with financial analysis and estimation of intrinsic value using multiple methods. Portfolio risk analysis was an integral part of portfolio construction.
Generalist manager with keen insights into the global economy and macro sector trends. This allows for building selective areas of focus for more in-depth fundamental research.
Investor in India since 1995- successful early investments include HDFC Bank and Infosys.
MBA- University of Chicago, graduated summa cum laude with emphasis in Finance and Marketing, M.S. University of California, Santa Barbara in Electrical & Computer Engineering, B.Tech- IIT Madras in Electrical Engineering
