V

Vihang Naik, CFA

Co-Founder

Mumbai, Maharashtra, India19 yrs 5 mos experience
Highly Stable

Key Highlights

  • 19+ years of equity market experience.
  • Managed over US$1.5 billion in assets.
  • Champion of the FIRE movement in India.
Stackforce AI infers this person is a seasoned expert in equity fund management and investment strategies.

Contact

Skills

Other Skills

Capital MarketsCorporate FinanceDerivativesEquitiesEquity ResearchEquity ValuationFinancial AnalysisFinancial ModelingIT Service ManagementInvestment BankingMarket ResearchPortfolio ManagementResearchStock MarketStock Trading

About

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!

Experience

Bristlecone equity fund | jain portfolio managers llp

Co-Founder & CIO

Oct 2023Present · 2 yrs 5 mos · Mumbai, Maharashtra, India

Hsbc mutual fund

Sr. VP & Equity Fund Manager

Nov 2022Oct 2023 · 11 mos

L&t mutual fund

Fund Manager

Jul 2012Nov 2022 · 10 yrs 4 mos · Mumbai Area, India

Mf global

Research Analyst

Mar 2010Jul 2012 · 2 yrs 4 mos

Motilal oswal securities ltd

Research Analyst

May 2008Mar 2010 · 1 yr 10 mos

Sbicap securities

Research Analyst

Oct 2006Apr 2008 · 1 yr 6 mos

Education

CFA Institute, USA

CFA charter holder — Finance and Financial Management Services

Jan 2006Jan 2008

University of Mumbai

Bachelor of Management Studies — Management

Jan 2003Jan 2006

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