Nov 01, 2018 7 min read

Top Five Fund Managers and Their Investment Strategies

Read this blog to know about the top five fund managers and their investment strategies.

Currently, there are a number of fund managers who are present in the mutual fund market and it is tough to tell about each. Therefore, here we bring to you the best five fund managers and their investment strategies with the help of which they have made the investments flourish over time and even under the unfavorable market conditions through their outstanding performances. First, let’s read about who fund managers are.


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Who Are Fund Managers?

Fund managers are the key professionals who take care of the inflow of savings and directs them towards those productive areas of economy that can help one and many in earning and at the same time helping the sectors where the investment is made, to grow. In general terms, person who manages the assets under a scheme is known as fund manager. A scheme can be managed by one or more fund managers. The main work of a fund manager is to plan and apply the investment strategies and look after how the assets are allocated. These are mainly highly qualified and experienced people.

Top Five Fund Managers and Their Investment Strategies

Here is the list of top five fund managers and their investment strategies that have been shortlisted by our expert after conducting huge research regarding their working styles and how the schemes have performed under their guidance.

Mr. Neelesh Surana

He is currently working for Mirae Asset Mutual Fund, is an engineer and holds a master’s degree in business administration in finance. He has more than 19 years of experience in portfolio management and equity research. Before Mirae, he was working with ASK Investment Managers Ltd. as a senior portfolio manager and managing domestic as well as international portfolios.

Investment Strategy: The strategies made by Mr. Neelesh Surana relies mainly on three core principles which are attractive valuation, strong management, and quality businesses with stable earnings. While selecting stocks for investment, he mainly focusing on selecting those companies that are growth oriented. The scheme such as Mirae Asset Emerging Bluechip Fund and Mirae Asset India Equity Fund are examples of those schemes that have managed to stand tall in the contrast market situations.


Funds Managed: Mirae Asset India Equity Fund, Mirae Asset Emerging Bluechip Fund, Mirae Asset Hybrid Equity Fund, and Mirae Asset Tax Saver Fund.

 

Mr. Somendra Nath Lahiri

He is an engineer who holds a post graduate diploma in management from IIM. He has a total of 17 years of rich experience in the equity markets in India and is the chief executive officer at L&T Mutual Fund. Before joining L&T Financial Services, he has worked as the equity head with Canara Robeco Mutual Fund, as CIO for Emkay Global Services and Fortuna Capital and co-head of equity at DSP Merrill Lynch Investment Managers Private Limited.

Investment Strategy: He mainly believes in investing for long-term in the businesses that are growth-oriented and are managed by quality management teams that are present in the market at reasonable values. He follows bottom-up approach of investment and believes that it is the company and not the stock market that leads to wealth creation in the long run.

Funds Managed: L&T Emerging Businesses Fund, L&T Equity Fund, L&T Large and MidCap Fund, L&T Midcap Fund, L&T Tax Advantage Fund, and L&T Infrastructure Fund.

Mr. P.V.K. Mohan

He is a B.Tech and holds a post graduate diploma in management. He is the head of equity at Principal Mutual Fund and has more than 25 years of experience in fund management and equity research. Before joining this fund house, he has worked with DSP BlackRock Mutual Fund, ICICI Prudential Mutual Fund, and IL&FS Mutual Fund.

Investment Strategy: This fund manager focuses on following bottom-up approach during stock selection and advices the investors to invest for long-term. This is the reason that the schemes have not only performed well but has also exceeded the expectations under different market situations.

Funds Managed: Principal Retirement Savings Fund, Principal Multi Cap Growth Fund, Principal Equity Savings Fund, Principal Balanced Advantage Fund, Principal Hybrid Equity Fund, Principal Personal Tax Saver Fund, and Principal Tax Savings Fund.

 

Mr. Amit Ganatra

He is currently working as fund manager at Invesco Mutual Fund. He is a commerce graduate who is a chartered accountant and a chartered financial analyst from AIMR. He joined this fund house in the year 2007 and has been working with it since last eleven years. Overall he has 15 years of experience and has worked with other companies such as DBS Cholamandalam Mutual Fund and Fidelty.

Investment Strategy: The investment strategies followed by this fund manager is in-house investment process on the basis of which stocks are selected. Here, the stocks are categorized according to the in-house universe after conducting due diligence, further from which the ones suitable are selected. Although it can be said that he has largely followed the bottom-up conviction on some particular companies, sometimes top-down approach has also been utilized.

Funds Managed: Invesco India Tax Plan, Invesco India Contra Fund, Invesco India Growth Opportunities Fund, Invesco India Financial Services Fund, and Invesco India Largecap Fund.

 

Mr. Anand RadhaKrishnan

He is the chief executive officer of equity at Franklin Templeton Mutual Fund. His work is not only to act as the fund manager for some key products but also to mentor other portfolio managers. He is a B.Tech with specialization in chemical engineering and holds a post graduate diploma in management from IIM. In addition to this, he is also a CFA. He has been working in the management industry since 1994.

Investment Strategy: This fund manager believes in going deep into the universe of businesses and investment opportunities to find out some, even from those places where others might hesitate to invest. The approach followed is mainly bottom-up approach and the investments made are for long-term.

Funds Managed: Franklin India Bluechip Fund, Franklin India Prima Plus Fund, Franklin India Taxshield Fund, Franklin India Infotech Fund and equity portfolio of all hybrid funds.

The Final Note

This was all about the top fund managers and their investment strategies. Hope now you know the reasons behind the successful functioning of the schemes. It is this reason that investors are advised to check the fund managers before investing in a particular scheme. If you are looking forward to investing in mutual funds, then you may do so via MySIPonline. For any queries, feel free to connect with the financial experts here anytime. To get your regular funds related questions answered, post the same here.

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