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Vipul Badjatya, CFA — Director · D. E. Shaw India Private Limited · Hyderabad, Telangana, India.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Senior investment professional with over 18years of industry experience and a focus on global investing. Investment perspective in multiple asset classes. Core expertise in equity investing driven by fundamental, bottom-up stock research. Unique theme based approach to long term equity investing guided by GARP philosophy. Experienced professional in managing large equity portfolios. Background includes experience in institutional and retail marketing, client servicing and buy-side operations.
Area of Expertise Include: - Global Equities - Hedge Fund Investing - Stock Research - Portfolio Management - Separate Accounts - Asset Allocation - Portfolio Analytics - Client Servicing - Fund Raising & Marketing - Investment Due Diligence
Experience
DirectorCurrent
D. E. Shaw India Private Limited · Hyderabad, Telangana, India
Jan 2024 – Present
Equity Portfolio Manager
Miras Investment and Project LLC · Muscat, Oman
Aug 2014 – Mar 2017
• Independently managing direct equity portfolio on a long term basis • Managing substantially large mandate in global equities benchmarked to MSCI World Index • Strategy has generated significant Alpha over Benchmark by generating returns higher than benchmark with risk lower than Index. • Outperformance purely because of stock selection Investment Philosophy • Bottom-up long-only approach with focus on stock specific fundamental research • Thematic investing with emphasis on secular long term growth stories • Long term themes based on changes happening around us be it in consumer behavior or government actions or corporate requirements • Believes in building low turnover portfolio which can create substantial wealth over long run • Core strategy pillars: Sustainable Free Cash Flow Generation, Meaningfully High Return on Invested Capital, Reasonable Valuation
Education
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