Deep Value Investing Expert, Professor, and Blogger
Delhi Area, India
- Current
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- CEO at Tactica Capital Management Private Limited
- Visiting Professor at Management Development Institute, Gurgaon
- CEO at Corporate Investment Research Private Limited
- Past
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- Research Assistant at Edward Elgar Publishing, UK
- Junior Officer at Price Waterhouse, Chartered Accountants
- Articled Clerk at Price Waterhouse, Chartered Accountants
- Education
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- London School of Economics and Political Science
- The Institute of Chartered Accountants of India
- Kirori Mal College, University of Delhi
- Delhi Public School, Mathura Road
- Recommended
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4 people have recommended Sanjay - Connections
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429
connections
- Industry
- Investment Management
- Websites
Sanjay Bakshi’s Summary
I specialise in Ben Graham Style of deep value investing and risk arbitrage. Over the years, I have developed several deep value themes. For details see:
http://tinyurl.com/yucer6
http://tinyurl.com/9jtb9
I have built a team of analysts, all of whom are MBAs, and all of whom have been my ex-students, and who have been trained by me in security analysis. We work hard towards finding value by screening and analysing a universe of more tham 6,000 Indian stocks having a combined market cap of about $1 trillion.
Sanjay Bakshi’s Specialties:
Deep Value Investing, Security Analysis, Exploiting Market's Inefficiencies, Behavioral Finance, Business Valuation, Event-Driven Opportunities, Risk Arbitrage, Special Situations, Expected Value Analysis, Spinoffs, Divestitures, Bankruptcies, Workouts, Tender Offers, Turnarounds, Corporate Restructuring, Mergers & Acquisitions, Shareholder Activism, Benjamin Graham, and Warren Buffett.
Sanjay Bakshi’s Experience
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CEO
Tactica Capital Management Private Limited
(Privately Held; 1-10 employees; Investment Management industry)
January 2002 — Present (6 years 5 months)
I lead a professional team of analysts created by me which identifies and exploits significant inefficiencies in the Indian stock market using the Graham & Dodd approach to deep value investing.
Over the last 15 years, I have earned excess market returns of more than 40% p.a. by taking very low levels of risk by buying deeply out-of-favour stocks at prices which were a fraction of their underlying value and then often working towards closing the value-price gap using a pro-active approach involving engagement with the managements of target companies.
I enjoy an excellent reputation, both as a successful practitioner of the Ben Graham investment style in India, and also as a much-admired professor of finance at Management Development Institute, which is one of India’s top business schools.
I also specialize in opportunities arising out of announced or anticipated corporate events like mergers, takeovers, spin-offs, special dividends, bankruptcies etc. -
Visiting Professor
Management Development Institute, Gurgaon
(Educational Institution; 201-500 employees; Higher Education industry)
January 2001 — Present (7 years 5 months)
As Visiting Professor at MDI, I have had the privilege of teaching 2nd-year MBA students, a popular course titled "Behavioural Finance & Business Valuation." You can find out more about my course from http://tinyurl.com/2fcqhz.
For student testimonials see http://tinyurl.com/yz8ekn. -
CEO
Corporate Investment Research Private Limited
(Privately Held; 1-10 employees; Capital Markets industry)
January 1995 — Present (13 years 5 months)
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Research Assistant
Edward Elgar Publishing, UK
(Privately Held; 11-50 employees; Publishing industry)
September 1990 — January 1994 (3 years 5 months)
While studying at LSE, I got an opportunity to carry out research for Edward Elgar Publishing. This job gave me access to all the important libraries in London, which opened up a whole new world for me. I could now spend time reading about the great investors like Warren Buffett and Benjamin Graham. I took my time doing this, and eventually decided to come back to India and start an Investment partnership on the lines of Buffett Partnership.
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Junior Officer
Price Waterhouse, Chartered Accountants
(Privately Held; 501-1000 employees; Accounting industry)
May 1989 — September 1989 (5 months)
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Articled Clerk
Price Waterhouse, Chartered Accountants
(Privately Held; 201-500 employees; Accounting industry)
July 1986 — July 1989 (3 years 1 month)
Sanjay Bakshi’s Education
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London School of Economics and Political Science
M.Sc (Econ.), 1990 — 1991
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The Institute of Chartered Accountants of India
FCA, Accouning, Auditing, Law, 1986 — 1989
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Kirori Mal College, University of Delhi
B.Com (Hons.), Business studies, Accounting, Law, 1983 — 1986
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Delhi Public School, Mathura Road
AISSCE, Commerce, 1971 — 1983
Additional Information
Sanjay Bakshi’s Websites:
Sanjay Bakshi’s Interests:
Deep value investing, Reading, Psychology, Biology, Finance, Music, Blogging
Sanjay Bakshi’s Honors:
This is what my students have to say about me:
http://www.sanjaybakshi.net/Testimonials.html
Sanjay Bakshi’s Contact Settings
Interested In:
- career opportunities
- consulting offers
- new ventures
- expertise requests
- business deals
- reference requests
- getting back in touch
