Mr Bhavin Shah
Founder & Chief Investment Officer
Former Managing Director, JP Morgan & Credit Suisse | Award-Winning Equity Analyst | US Patent Holder With a horizon of the next several decades, Bhavin Shah decided to put his education and experience spanning over two decades in the field of investing to work by starting Sameeksha in 2015, and it has been a very rewarding journey so far. Sameeksha has achieved an unparalleled feat: On a rolling five-year return basis, top decile ranking among all multicap PMSes for 51 consecutive months and median annualized alpha of 9%. Even more impressive are the risk-based statistics: Sharpe ratio far superior to the benchmark and downside capture of only 41%, far better than all the popular mutual funds we have studied. Sameeksha’s AIF has also achieved top ranking. Bhavin is one of the most awarded (One decade of consecutive number One Rankings by the Global Institutional Investors) professionals in the industry. In his career spanning over nearly thirty years, Bhavin has played leadership roles in building from scratch three top ranked Institutional Equity franchises: Global (JP Morgan), Asian (Credit Suisse) and Indian (Equirus) and now Sameeksha, name that is now recognized for outstanding risk adjusted performance and the standards of integrity and client first approach. Bhavin has totally aligned himself with clients by putting substantial capital of his own both into running Sameeksha as well as into Sameeksha Portfolios, and he has no side portfolio in Indian stocks that he manages for himself. Bhavin holds an MBA degree with Beta Gamma Sigma honors from the top-ranked University of Chicago Booth School of Business, a Master’s degree in Computer Engineering from the University of California, and a Bachelor's Degree in Electronics and Communications Engineering from L. D. College of Engineering, Ahmedabad. Bhavin jointly holds two US patents for Microprocessor Design.
