Vihang Naik, CFA — Co-Founder
I run an Equity Fund and spend most of my time making sense of markets, investor behaviour, and interesting data. I post ideas, insights, and observations — especially the kind that challenge surface-level noise. With 19+ years of hands-on experience in the equity markets, I have built a career on a disciplined approach to bottom-up stock picking. Before co-founding Bristlecone Equity Fund, I successfully managed over US$1.5 billion in equity mutual fund assets, and one of my funds was honored with CNBC’s Best Midcap Fund award in 2018. I am passionate about identifying and nurturing under researched & under valued stocks, leveraging business & behavioral insights to generate consistent results for investors. Having retired from a corporate career at 37, I also champion the FIRE (Financially Independent Retiring Early) movement in India. I love to mentor young people to attain financial freedom and to pursue their passions. Beyond investing, I value the importance of learning and growth—whether through reading, traveling to new places, or refining my golf swing!
Stackforce AI infers this person is a seasoned expert in equity fund management and investment strategies.
Location: Mumbai, Maharashtra, India
Experience: 19 yrs 5 mos
Career Highlights
- 19+ years of equity market experience.
- Managed over US$1.5 billion in assets.
- Champion of the FIRE movement in India.
Work Experience
Bristlecone Equity Fund | Jain Portfolio Managers LLP
Co-Founder & CIO (2 yrs 5 mos)
HSBC Mutual Fund
Sr. VP & Equity Fund Manager (11 mos)
L&T Mutual Fund
Fund Manager (10 yrs 4 mos)
MF Global
Research Analyst (2 yrs 4 mos)
Motilal Oswal Securities Ltd
Research Analyst (1 yr 10 mos)
SBICAP Securities
Research Analyst (1 yr 6 mos)
Education
CFA charter holder at CFA Institute, USA
Bachelor of Management Studies at University of Mumbai