Indian Equity Strategy

Nomura’s India Equity Strategy aims to deliver a high excess return, investing in Indian Equities. The strategy is managed by Vipul Mehta, Head of Investment for Asia Pacific ex Japan, with over 20 years of industry experience, and named “Best Fund Manager” for Indian Equities with Citywire Singapore in February 2017.

Investment Style

Bottom up:  focus on bottom-up country-oriented fundamental research, supported by corporate interaction and a large number of visits to Indian companies, their suppliers and clients

Highly focused: investing in 25-35 high conviction stocks leverages off our stock picking expertise

Success: our India Equity Fund UCITS fund is Morningstar ranking 4-star; First quartile and consistent performance over all time period (source: Morningstar, January 2017)

Research:  Stock selection is based on fundamental research, supported by a large number of visits to Indian companies (232 in 2015) including their suppliers and clients by our highly experienced portfolio management team

Differentiating Factors

Experience: track record in excess of 10 years - same investment team managing the strategy since inception; further resources added

Skilled manager: Vipul Mehta has been ranked 1st in Citywire’s Emerging Markets universe for the Nomura Funds Ireland Plc. India Equity Fund. Won “Best Fund Manager – India Equities” with Citywire Singapore in February 2017.

Local knowledge:  team of Indian origin, understand local culture and language; Lead Portfolio Manager has more than 20 years of experience

Based in the region: based in Singapore, the team is close to the market but not too close to be swayed by ‘local noise’

Support: from NAM’s established Asia Pacific ex Japan research platforms in Singapore providing value added information from global & regional perspectives. Our team has managed portfolios in most financial market conditions

The Team

Vipul Mehta, the lead portfolio manager, also heads up the wider investment team in Singapore,  a team of 23 Asia Pacific ex Japan managers and analysts. In the management of the India Fund he is backed up and assisted by Vipin Kapoor, a senior portfolio manager with over 17 years of industry experience. Both dedicated managers are of Indian origin, close to the culture and the market

The Nomura India equity strategy is available for investment via our Dublin-based Irish domiciled UCITS fund and via segregated mandates.