White Whale Partners LLP – Portfolio Management Services (PMS)

Fund Manager, PMS

With two decades of professional experience, Hardik possesses extensive expertise in equity analysis and portfolio management. His background includes six years as an equity researcher at Lehman Brothers in New York. Subsequently, he dedicated thirteen years to the Indian investment landscape, where he led the investment research division at First Voyager. During his tenure, he also served as an advisor to the TVF Fund, a prominent India-focused Foreign Institutional Investor (FII) fund. Over the final five years of his engagement, the fund achieved robust absolute returns in the high teens, consistently exceeding the MSCI India index by a significant margin of high single digits on an annual basis. Hardik is also a Charterholder of the CFA Institute.

Fund Manager

With over 15 years of international experience across India, the US, Europe, and the Middle East, [Kunal's Name/Title] possesses extensive expertise in equity market investing, private equity, and investment advisory services. Prior to establishing White Whale Partners, [he/she/they] contributed to the investment team at FM Capital Partner, a hedge fund managing over $1 billion, based in London. In the five years preceding the inception of White Whale Partners, [his/her/their] Indian equity market investments generated a Compound Annual Growth Rate (CAGR) of 28%. This performance significantly surpassed the NIFTY's annual returns by 16%. Notably, over 75% of this outperformance was realized during market downturns, underscoring the efficacy of [his/her/their] risk management methodologies. [Kunal's Name/Title] is recognized for a rigorous research approach complemented by a robust risk-reward framework.

Fund Manager

With a distinguished career spanning 24 years, this professional brings a wealth of expertise from investment banking, entrepreneurial ventures, and direct investing. Their experience includes a strong track record in early and growth stage investments, notably as the head of White Whale Ventures. They also serve as a key member of the Investment Committee for White Whale PMS, focusing on listed equity investments. Prior senior roles at prominent institutions such as Barclays, Nomura, and Lehman Brothers involved the successful execution of transactions exceeding $30 billion. Further entrepreneurial experience has been gained within the hospitality services sector. Academically, they hold a Bachelor's degree in Finance from the Stern School of Business at New York University.