A seasoned finance professional, Vaibhav Shah managed investments worth approximately USD 2 billion and has expertise in fundraising. Vaibhav is currently the Fund Manager of Torus ORO AMC, a new-age portfolio management service for HNIs, managing over Rs 100 crores of AUM. Vaibhav has over 6 years of experience in Asset Management, overseeing significant AUM in both portfolio management as well as advisory services. He has substantial experience as a Portfolio Manager leading a quant investment team that drives impressive returns. Before his current role, he was the VP – Research & Advisory at Orowealth, where he played a pivotal role in shaping investment and advisory strategies. His skills in financial dealings and deal structuring were further honed when he was the Assistant Manager, Investment Banking, at Edelweiss Financial Services. Vaibhav’s commitment to excellence is emphasised by his vision that centres on tailoring strategies to make the wealth management journey more fruitful for clients, with a focus on mitigating risks and capital protection. His keen focus on quant strategies with investment management made him garner a feature in Money Control where he spoke about lower interest rates and softer inflation prints on domestic markets. Vaibhav believes in agility, especially in this constantly volatile market, refining his strategies based on real-time data points and ongoing market dynamics. Be it the global pandemic or a sudden increase in interest rates, Vaibhav remains grounded in his approach to quantitative analysis, ensuring an informed investment strategy. A rank-holder Chartered Accountant from The Institute of Chartered Accountants of India (2012), Vaibhav completed his CFA in the US (2015). As one of the leaders in Torus Oro, Vaibhav has a proven track record of consistently delivering value to clients, safeguarding their financial interests in a constantly changing financial arena.
Our objective is to compound wealth over a long term by following principles of Factor investing which relies on host of data points and processing the same to identify underlying trends and hidden gems. With an in-house algorithm to identify stocks and a robust risk management mechanism, our aim is to generate higher risk-adjusted return
Investment Approach
Our investment system is mainly based on identifying stocks that stack well in terms of Quality, Momentum and Value. We crunch close to a million data points across our universe of BSE 200 to identify stocks that are strong in fundamentals (Quality), showcase a trend (Momentum) and are available at a reasonable valuation (Value)
Torus Oro Portfolio Management Pvt Ltd manages assets worth Rs 140.97 crores. Its current offering of PMS schemes includes 1 Large And Mid Cap and 1 Multi Cap schemes.