Interviews

Ayaz Motiwala is the founder of Amala Emerging Asia Fund which is focused on investing in quality businesses primarily in India, Indonesia, Thailand and Hong Kong. He has been investing professionally for 20 years of which the last nine years have been out of Hong Kong.

Prior to the current role, Ayaz worked at Samena Capital, a special situations fund based in Hong Kong. He has worked for four years independently managing the India and South Asia investment portfolio of Highbridge Asia Opportunities Fund in Hong Kong. He has also worked in other funds/ security houses viz. New Vernon Capital LLC, Birla Sunlife Asset Management, Motilal Oswal Securities and Ask Raymond James. Ayaz is an MBA in finance from Institute for Technology and Management, Mumbai and Bachelor of Commerce from Mumbai University.

Safal Niveshak (SN): Could you tell us a little about your background, how you got interested in investing, how have you evolved as an investor and what’s your broad investment philosophy? Has your investment policy changed much through the years as your capital has grown?
[Read more…] about InvestorInsights: Ayaz Motiwala

A young, super-smart value investor and money manager shares his insights and experiences in sensible, long-term investing and money management.

John Huber is the portfolio manager of Saber Capital Management, LLC,an investment firm that manages separate accounts for clients. Saber employs a value investing strategy with a primary goal of patiently compounding capital for the long-term. John established Saber as a personal investment vehicle that would allow him to manage outside investor capital alongside his own account. John also writes about investing at the blog Base Hit Investing.

John can be reached at john@sabercapitalmgt.com.

Safal Niveshak (SN): Could you tell us a little about your background, how you got interested in investing and also about your wonderful blog Basehitinvesting.com?

John Huber (JH): I’ve always loved investing. My father was an engineer, but he maintained an avid interest in the stock market, and did very well investing his savings. I developed a casual interest in stocks and investing in high school through watching his investments do well, and then I became much more interested a few years later after picking up a book at the library one day about Warren Buffett. The book was the first time I had ever read much about Buffett, and like many other value investors, his approach to investing really resonated with me. His ability to articulate the simple logic of value investing captivated me enough to dive headlong into studying the topic in much greater detail, and although I had just begun a career in real estate, I soon set the goal of eventually setting up an investment firm that would be somewhat similar to Buffett’s original partnership. I spent time in real estate, managing property and operating a few small real estate investment partnerships, which eventually allowed me to save enough capital to seed my investment firm in 2013.
[Read more…] about InvestorInsights: John Huber

A super-smart lawyer and an enterprising value investor shares his insights and experiences in sensible, long-term investing and money management while drawing parallels between analyzing legal cases and investment ones.

Safir is a keen and accomplished Senior Partner with India’s finest law firm for Intellectual Property domain – Anand and Anand.

He is truly a polymath, an entrepreneur, avid reader, trader, long term investor, fashion aficionado and more. Safir has a wide breadth and depth of understanding of Indian equity markets from all slants and bends. He is an avid investor, music fan, movie buff, travel enthusiast and brand strategy consultant.

In his interview with Safal Niveshak, Safir shares his wide investment experience and how small investors can practice sensible investment decision making.

Safal Niveshak (SN): Could you tell us a little about your background? You are lawyer by profession. So how did you get interested in investing?
[Read more…] about InvestorInsights: Safir Anand

Note: This interview was originally published in the March 2016 issue of our premium newsletter – Value Investing Almanack (VIA). To read more such interviews and other deep thoughts on value investing, business analysis and behavioral finance, click here to subscribe to VIA.

---

I recently interviewed Samit Vartak of SageOne Investment Advisors for my premium newsletter, Value Investing Almanack.

Samit is one of the founding partners and Chief Investment Officer at SageOne, and is responsible for ensuring SageOne’s adherence to its core investment philosophy and discipline of risk management. As you would read in the interview below, Samit believes in risk management not by seeking extreme diversification or buying sub-par businesses at low multiples, but by building a reasonably diversified portfolio of high quality businesses having long term competitive advantages in attractive and high growth industries.

Samit returned to India in 2006 after spending a decade in the US working initially in corporate strategy with Gap Inc. and PwC Consulting, and then with Deloitte and Ernst & Young advising companies on business valuation and M&A. This experience forms the backbone that helps him better understand businesses and their fair value. Samit is a CFA® charter holder, an MBA from Olin School of Business of the Washington University in St. Louis and holds a Bachelor of Engineering degree with Honors from Sardar Patel College of Engineering, Mumbai University.

In his interview with Safal Niveshak, Samit shares his wide investment experience and how small investors can practice sensible investment decision making.

[Read more…] about Value Investor Interview: Samit Vartak

Samit Vartak, an enterprising and inspiring value investor shares his invaluable insights and experiences in sensible, long-term investing and money management.

Samit is one of the founding partners and Chief Investment Officer at SageOne Investment Advisors. He is responsible for ensuring SageOne’s adherence to its core investment philosophy and discipline of risk management. His focus is on building long term wealth for the clients even if it means sacrificing short term money making. He believes in risk management not by seeking extreme diversification or buying sub-par businesses at low multiples, but by building a reasonably diversified portfolio of high quality businesses having long term competitive advantages in attractive and high growth industries.

Samit returned to India in 2006 after spending a decade in the USA working initially in corporate strategy with Gap Inc. and PwC Consulting, and then with Deloitte and Ernst & Young advising companies on business valuation and M&A. This experience forms the backbone that helps him better understand businesses and their fair value. Samit is a CFA® charter holder, an MBA from Olin School of Business of the Washington University in St. Louis and holds a Bachelor of Engineering degree with Honors from Sardar Patel College of Engineering (SPCE), Mumbai University.
[Read more…] about InvestorInsights: Samit Vartak