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Apart from being analytically sound, Ayaz is a highly thoughtful investor with an abiding sense of purpose. He has the rare ability to connect “narrative to numbers” with great fluency. Though he is slightly unconventional, Ayaz has a nuanced understanding of tricky issues in portfolio construction and risk mitigation. His considerable humility, willingness to absorb
Read MoreI’ve known Saurabh for over a decade now. He’s been an invaluable sounding board for multiple aspects of investing for me…..I think there are many reasons that differentiate him from the herd – he has an extremely curious mind, he is clear about his investment philosophy and is always ready to take the road not
Read MoreI have worked with Saurabh for over a decade and continue to do so. He has extensive local Indian expertise and highly knowledgeable of global macro making him very versatile to work with. Saurabh is exceptional at finding winning sustainable long term businesses and his analysis and understanding is deep. Very fortunate to have a
Read MoreSaurabh is one of the most talented people I have met. Extremely articulate, original thinker and industrious; but above all he possess a quality rare in today’s world – integrity! I have worked with Saurabh for over a decade and his ability to identify investment opportunities across asset classes & global markets is something to
Read MoreI’ve seen Saurabh’s evolution from a keen learner to a natural leader of our equities franchise over the 12+ Years we worked together. Saurabh’s extensive experience of tending to long term institutional thought patterns, coupled with an instinctive understanding of balance sheets provides a sound base for structural and logical decision making. Having witnessed multiple (and
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