Has 13+ years in Portfolio Management and Equity Research, Salvin has extensive experience in managing Indian Equities. His endeavour is to maximize returns for the investors while keeping an eye on portfolio risk. He has been successful at identifying themes and stocks at a very early stage which has resulted in multi-bagger returns for the investors. Prior to joining ABSLAMC, he worked with Sanctum Wealth Management as Co-fund Manager in their PMS business. Before Sanctum, Salvin was a part of equity research team at Edelweiss Securities and Athena Investment Management. He is a Member of Institute of Chartered Accountants of India (ICAI) and a commerce graduate from Mumbai University.
The investment objective of the portfolio is to invest in stocks that are primed to benefit from the catalysts and secular growth names
The core focus would be on approximately 15-25 companies that are primed to benefit from the catalysts mentioned like Micro Turnaround, Macro / Change in business cycle, Management Change, Deleveraging, Demerger, Mid to Large Cap Potential.