Ajinkya Bhat, CFA
Global Equities Analyst
Mumbai
Summary
Dynamic Global Equities Analyst with extensive experience at ARGA Investment Management, specializing in fundamental equity valuation and portfolio management. Proven track record in analyzing utilities and industrials sectors, while leading a Climate Transition team. Skilled in financial statement analysis and fluent in English, Hindi, and Marathi, fostering effective communication across diverse teams.
Overview
12
12
years of professional experience
Work History
Global Business Analyst
ARGA Investment Management (India)
01.2022 - Current
- Fundamental equity research analyst at ARGA (India).
- ARGA is a US-headquartered, long-only asset manager with a 'value' investment style (US$24 billion AUM).
- I have global coverage of utilities, renewables, equipment makers, and expanding coverage of global metals and mining sectors.
- Experience in covering power and gas utilities, solar and wind OEMs, mineral sands, rare earths, copper, and coal mining companies.
- My coverage and relevant ARGA portfolio holdings include stocks across both developed and emerging markets, such as the US, UK, Germany, Spain, Italy, Japan, Australia, China, Brazil, and India.
- Supervising ARGA's Climate Transition team, which conducts research into emission mitigation technologies and their long-term financial impact on companies.
Research Analyst
Macquarie Capital Securities (India)
08.2019 - 01.2022
- Lead sell-side research analyst for the India Industrials, Infrastructure, Utilities, and Real Estate sectors.
Financial Analyst
Kotak Institutional Equities
04.2015 - 08.2019
- Research Associate for India, Industrials, Infrastructure, and Utilities.
- Lead coverage of the India Defence and Aerospace sector.
Senior Analyst - Investment Banking
Deutsche Bank
04.2013 - 03.2015
- Investment Banking Analyst supporting Deutsche Bank's European Industrials M&A team in London.
- M&A deal experience in the automotive, chemicals, infrastructure, and capital goods.
Education
PGDM (MBA) -
Indian Institute of Management (IIM) Indore
04.2001 -
Bachelor of Engineering - Electronics And Telecommunication
Maharashtra Institute of Technology
Pune, India 04.2001 -
Skills
- Portfolio Management
- Fundamental equity valuation
- Financial statement analysis
- Industry demand-supply and competitive structure analysis
- Technical understanding of industrial processes
- Proficiency in Microsoft Office, Bloomberg, S&P Capital IQ
- Fluent in English, Hindi, Marathi
Timeline
Global Business Analyst
ARGA Investment Management (India)
01.2022 - Current
Research Analyst
Macquarie Capital Securities (India)
08.2019 - 01.2022
Financial Analyst
Kotak Institutional Equities
04.2015 - 08.2019
Senior Analyst - Investment Banking
Deutsche Bank
04.2013 - 03.2015
PGDM (MBA) -
Indian Institute of Management (IIM) Indore
04.2001 -
Bachelor of Engineering - Electronics And Telecommunication
Maharashtra Institute of Technology
04.2001 -