The Investment Journey of Sanjiv Dhireshbhai Shah : Charting Success
Biography of Sanjiv Dhireshbhai Shah
Sanjiv Dhireshbhai Shah's investment portfolio is influenced
by shareholding data submitted to exchanges. With a net worth of 715 crore,
Shah's portfolio comprises holdings across various sectors, reflecting diverse
investment strategies.
Educational Background of Sanjiv Dhireshbhai Shah
Sanjiv Dhireshbhai Shah has pursued education from esteemed
institutions, enhancing his expertise in finance and economics.
Columbia Business School Executive Education
In 2018, Shah completed an executive education program
titled "Value Investing: Making Intelligent Investment Decisions" at
Columbia Business School. This program likely honed his skills in financial
analysis, research, and analytical thinking, vital for effective investment
decision-making.
University of Cambridge
Shah holds a Master of Arts (MA) degree in Economics from
the University of Cambridge, earned between 1982 and 1985. During this period,
he developed proficiency in financial analysis, research methodologies, and
analytical skills, laying a strong foundation for his career in finance.
Sidney Stringer
Shah's educational journey also includes his schooling at
Sidney Stringer, spanning from 1974 to 1982. This phase likely provided him
with a solid academic grounding and instilled values essential for his
subsequent educational and professional pursuits.
CFA Level 1 Certification
In 2003, Shah obtained the Chartered Financial Analyst (CFA)
Level 1 certification, demonstrating his commitment to advancing his knowledge
and skills in the field of finance. This certification signifies expertise in
investment analysis, portfolio management, and ethical conduct within the
finance industry.
London Metropolitan University
Additionally, Shah has a connection with London Metropolitan
University, although specific details about his involvement or achievements at
the institution are not provided. This affiliation may have contributed to his
academic and professional growth in the finance domain.
Professional Journey of Sanjiv Dhireshbhai Shah
Sanjiv Dhireshbhai Shah's career showcases a wealth of
experience in the finance industry, spanning various roles and responsibilities
across esteemed organizations.
Full-Time Writer and Private Investor
Since April 2023, Shah has been self-employed as a full-time
writer and private investor, leveraging his expertise in financial analysis,
research, and market analysis. His contributions extend to a hybrid work
environment, likely combining remote and in-person activities.
Frontline Analysts
As a founding shareholder of Frontline Analysts since May
2005, Shah has played a pivotal role in establishing the consultancy as a
leading provider of bond research to global financial markets. His
responsibilities include financial analysis, research, and effective
communication with clients, contributing to the firm's reputation for excellence.
India Value Investments Limited
Since July 1996, Shah has served as the Founder and Director
of India Value Investments Limited, demonstrating his commitment to investment
management and market analysis. Through this role, he has cultivated skills in
financial analysis, research, investment management, and market analysis,
driving the company's success.
Sun Global Investments Limited
During his tenure as Chief Investment Officer at Sun Global
Investments Limited from November 2008 to March 2023, Shah led investment
strategies across equity derivatives and market analysis. His expertise in
financial analysis and research contributed to effective investment management,
enhancing the firm's performance in the global market.
The Investment Journey of Sanjiv Dhireshbhai Shah : Charting Success / Biography of Sanjiv Dhireshbhai Shah
Volunteer and Previous Roles
Shah's dedication to community involvement is evident
through his volunteer work with The Access Project (TAP) from September 2012 to
September 2013. His prior roles include Portfolio Manager at Agra India Fund
Limited, Senior Investment Analyst at Manek Investment Management, and various
positions at prestigious institutions like Lazard, BNP Paribas, and the Bank of
England.
Academic Background and Skills
Throughout his career, Shah has demonstrated proficiency in
financial analysis, research skills, analytical thinking, market analysis,
investment management, and computer literacy. His academic achievements include
a Master of Arts (MA) in Economics from the University of Cambridge and
executive education from Columbia Business School.
Sanjiv Dhireshbhai Shah's Portfolio Overview
Sanjiv Dhireshbhai Shah's investment portfolio comprises holdings
in 11 publicly traded stocks, as disclosed in the latest corporate
shareholdings filings. With a combined net worth exceeding Rs. 727.7 Cr, Shah's
portfolio reflects a substantial investment presence in the stock market.
Understanding Sanjiv Dhireshbhai Shah's Holdings
The stocks held by Sanjiv Dhireshbhai Shah are based on
shareholding data filed with stock exchanges. It's important to note that the
latest quarter's data might not be fully available, as some companies may not
have yet reported their shareholding information. This can result in occasional
gaps in the data provided.
Sector-wise Breakdown of Holdings
Shah's portfolio exhibits a sector-wise breakdown of
holdings, providing insights into his investment preferences. Pharmaceuticals
constitute a significant portion, accounting for 2.89% of the total holdings.
Textiles and readymade apparels follow closely, with a share of 1.83%. Other
sectors include Transport & Logistics and Chemicals, indicating a diversified
investment approach.
Sanjiv Shah's Role and Responsibilities at Sun Global
Investments Limited
Sanjiv Shah served as the Chief Investment Officer at Sun
Global Investments Limited until March 2023. In this capacity, he led the
Investment Advisory and Asset Management (IAAM) Division of the firm,
overseeing a range of crucial activities related to investment strategy and
management.
Investment Focus and Expertise
Shah's responsibilities included directing investment
efforts in the Global Fixed-Income Markets, with a particular emphasis on bonds
denominated in US Dollars, Euros, and GBP. His role involved engaging with
bonds issued by various entities across different geographical regions,
demonstrating his expertise in navigating international financial markets.
Portfolio Management and Fund Oversight
As the Portfolio Manager for Client Managed Accounts, Shah
played a pivotal role in managing the investment portfolios of individual
clients, ensuring alignment with their financial goals and risk tolerance.
Additionally, he served as a co-manager for several funds, overseeing assets spanning
Bonds, Structured Products, and Global Equities. This dual role underscores
Shah's proficiency in both individualized portfolio management and fund-level
asset allocation strategies.
Contribution to Investment Strategies
Throughout his tenure, Shah contributed to the formulation
and execution of investment strategies aimed at optimizing returns and
mitigating risks for clients and funds under his management. His expertise and
leadership were instrumental in driving the firm's investment initiatives and
delivering value to stakeholders across diverse asset classes and markets.
Changes in Holdings: Quarterly Analysis
Quarterly data reveals fluctuations in Shah's holdings,
indicating dynamic investment behavior. Comparing March 2024 with December
2023, there's a notable increase in holdings across multiple sectors.
Pharmaceuticals witnessed a 0.26% increase, reflecting a positive investment
trend. Similarly, Textiles-Readymade Apparels experienced a slight uptick of
0.1%, showcasing Shah's continued interest in this sector.
Fresh Entries and Exits in the Portfolio
Shah's portfolio also reflects fresh entries and exits,
highlighting strategic shifts in investment focus. While specific details are
not provided, these movements suggest a proactive approach to portfolio
management, with Shah capitalizing on emerging opportunities and adjusting
positions as needed.
Some recent companies where Sanjiv Dhireshbhai Shah invested
1 ABC India
Ltd.
2 Bengal
& Assam Company Ltd
3 De Nora
India Ltd.
4 Infomedia
Press Ltd.
5 Kanoria
Chemicals & Industries Ltd.
6 PDS Ltd.
7 Pearl
Global Industries Ltd.
8 Phoenix
Township Ltd.
9 Vadilal Enterprises Ltd.
10 Hind
Rectifiers Ltd.
11 Kerala
Ayurveda Ltd.
