Centrum

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Shivang Joshi

Shivang is a highly regarded equity research analyst with strong academics and 6 years of experience including both buy-side and sell-side roles. He has deep understanding of multiple sectors such as Real Estate, Infrastructure, Capital Goods and Consumer space. Prior to Centrum, he has worked with Prabhudas Lilladher (Institutional Research) and Validus Wealth (Research).

He is a Chartered Accountant (CA), holds a master's degree in commerce and has cleared all levels of the globally recognized Chartered Financial Analyst (CFA) program and the Financial Risk Manager (FRM) certification.

Years of experience

6 years

SEBI Registered

INH000001469

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All your questions answered

Frequently asked questions

What are the products offered?

We are currently offering two portfolios:, 1. Centrum Emerging Champions of India, To invest in mid and smallcap companies of good quality and aspire to provide attractive outperformance over long periods, Companies emerging with high leadership traits, superior growth and RoCE, 2. Centrum Smart India Flexicap –, To invest in high quality large and midcap companies that offers long term wealth creation opportunity. Largecap offers stability while midcap provides superior return potential, Companies with established moats, capable management with strong track record execution that is reflected in its earning growth, Opportunistically, we will be coming up with thematic basket of companies to cater diverse investment avenues and goals of investors.

What is their investment philosophy?

Centrum focuses on companies with defined leadership traits, such as - high and rising market share, high growth, strong moat and pricing power, high RoCE, brand/distribution strength, technology/R&D edge., In our search for leadership traits, we have developed a proprietary framework named:, E D G E, This framework is backed by detailed fundamental research and backtested for past 20+ years. Over this time frame the framework has outperformed 80% of the times., •”E” = Earnings Quality –, 15% (or higher) operating profit growth and 15% (or higher) ROCE, High conversion of EBITDA to OCF, Low leverage(<2x), •”D” = Deep dive research, Size of opportunity, Competitive advantage, Scalability, Channel checks, •”G” - Governance –, Accounting quality and forensics, Capital allocation, Board composition, ESG, Dividend policy, •”E” - Execution –, Past track record of promise vs delivery, The framework, supported by our detailed channel checks, yields basket of stocks that offers a combination of ‘High quality’ and ‘High Opportunity’ companies available at reasonable valuation, This provides best of two worlds, meaning:, High Quality – Established leadership traits, sustainable moats and good corporate governance. This group provides stability to portfolio returns., +, High Opportunity – Companies that are ‘emerging leaders’ who show transformational trends (accelerating growth, improving business mix, strengthening balance sheet, attractive valuation etc.). This group provides growth to portfolio returns., Disclaimer: Investing in securities are subject to market risks. Past performance is not an indicator of the future performance. This material should not be construed as a recommendation or solicitation to invest in securities. Investors should independently read the related documents, consider all the risk factors and seek professional, financial, tax and legal advice before investing

What is a smallcase ?

A smallcase is a basket of stocks/ETFs* in a specified weighting scheme that reflects a certain objective (ideas, themes, strategies), backed by the research of the smallcase manager. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

Who can subscribe to these smallcases?

The smallcase manager decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to the smallcase manager's Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,

How do I track my smallcases?

When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.

Are there lock-in periods?

There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.