We are an equity portfolio management company that combines the fund management flexibility of a successful investment boutique with the scalability and expertise of a major investment house
Our vision is to be your preferred equity portfolio manager chosen for our investment philosophy and our personal relationships
Everything we do is led by a set of simple promises that are at the core of Bellwether's philosophy. We invest in managements of listed equity, for the medium to long-term, banking on their vision and execution ability to unlock value.
Though our portfolio is a mix of large-caps and mid-caps, our investment focus is biased towards mid-cap stocks with a potential of becoming large-caps. This provides ample opportunity for a reasonably attractive return on our mid-cap bias.
Combining the fund management flexibility of a successful investment boutique, with the scalability and expertise of a major investment house
Managing equity portfolios for private clients and their families and where called upon, rendering general investment advisory services on asset allocation
Recognising that the service model offered by large fund management houses and private banks may be inappropriate for certain individuals
The administration of each portfolio is streamlined with regular, easy-to-understand information on its progress
Positioned to leverage our inherent expertise in recognising, analysing and monitoring investment opportunities
Understanding a client's personal circumstances and working around them
Our performance is driven by our strength and focus as asset managers
| From April 1, 2004 To December 31, 2016 | Bellwether Return (%) | Large Cap Return Sensex (%) | Mid Cap Return CNX 500 (%) | Comments |
|---|---|---|---|---|
| Total Return | 924.60 | 349.35 | 339.38 | Bellwether has returned more than double the Sensex return |
| Compounded Annualised Return | 20.01 | 12.50 | 12.30 | Comprehensive and sustained outperformance |
| Total Return |
| Bellwether Return (%)989.42 |
| Large Cap Return Sensex (%)370.27 |
| Mid Cap Return CNX 500 (%)365.30 |
| CommentsBellwether has returned more than double the sensex return |
| Compounded Annualised Return |
| Bellwether Return (%)21.15 |
| Large Cap Return Sensex (%)21.18 |
| Mid Cap Return CNX 500 (%)13.08 |
| CommentsComprehensive and sustained outperformance |
Miten spearheads the company's overall investment philosophy and process. He is responsible for modelling portfolios, allocating funds, monitoring performance and risk control measures across portfolios. With over 20 years in securities, he brings to the table discipline, vigour, passion and an ability to identify winners.
Ranjit is responsible for spreading the equity ethos, by developing and maintaining client relationships. With over 15 years in investment banking, he is instrumental in broad investment strategy, fund raising, client acquisition, fund administration and regulatory aspects.
Srinath is responsible for equity research involving risk assessment of core holdings and evaluation of new ideas. With over 8 years of experience in listed equity research, his expertise lies in financial modelling and valuations across industries complemented by strong understanding of diverse businesses.
Navin is responsible for equity research using a distinctly alternate and innovative approach. With over 20 years in the equities business and a manufacturing background, Navin has a process-oriented approach to research, which brings unusual ideas to the table.
Srinath is primarily responsible for the back office. With over 30 years in capital markets, Srinath also assists in market operations, vendor development, strategy and client service.
