Ashvin has more than 10 years of experience in equity research. He led the coverage on automobile sector at Ambit Capital from 2010 to 2017. He was ranked in Starmine Analyst Awards 2013 and 2016 for his stock picking abilities during this stint. He thereafter worked as a senior analyst for Ambit’s Mid and Small cap PMS funds till November 2018.
Investment universe: Listed companies in India in the USD 500m – 10 bn market cap range.
Clean accounts and governance.Strongly moated dominant companies in niche segments not yet well discovered by the market participants.Strong track record of capital allocation with high reinvestment in the core business and continuous focus on adjacencies for growth.