OLD BRIDGE CAPITAL MANAGEMENT

The portfolio was up 1.7% in May compared to 0.8% for the benchmark BSE 500 total return index. Because many portfolio companies reported their fourth quarter (and full year) results last month, the performance was partly driven by positive earnings...

Tata Motors announced a merger of Tata Motor Finance with Tata Capital, approved by their respective boards. This aligns with Tata Motors' strategy to focus on core businesses and emerging technologies. Tata Capital will issue its equity shares to T...

I would continue to be positive on Indian equities. And see, please appreciate what happened yesterday. If something moves up 10%, 12%, and it is pricing in a lot of expectations. After all, what changed in a single day yesterday? Nothing.

Himanshu Kohli, Co-founder of Client Associates, discusses identifying themes early for investors and the fund philosophy emphasizing value in business with strong fundamentals and execution. He mentions raising Rs 300 crore in AUM.

Awfis Space Solutions IPO allotment is set to be finalised today. Investors can check the allotment status on the BSE or Bigshare Services Private Limited’s website. This will reveal the number of shares allotted compared to their bids.

Capital markets regulator Sebi on Tuesday notified a framework for issuance of subordinate units by privately placed infrastructure investment trusts (InvITs).

Awfis Space Solutions IPO includes a fresh share sale of Rs 128 crore and an OFS of up to 1.22 crore shares. Promoter Peak XV Partners V and other shareholders Bisque Ltd and Link Investment Trust are participating in the OFS. The company's shares a...

Sebi mandates that at least one key personnel on the investment team of an AIF manager must have NISM certification. The regulation aims to signal legitimacy, promote lifelong learning, and create a talent pool in the investment industry.

Arun Chulani, Co-Founder of First Water Capital, discusses the fund's impressive performance, achieving over 90% growth in the last year and 40% CAGR in 3 years. The fund has consistently ranked no.1 on BarclayHedge's Top 10 equity funds. he says: "...

Anthony Scaramucci discusses Bitcoin adoption by US pension funds, expecting more funds to invest after Wisconsin's $100M crypto investment. KangaMoon challenges meme coin perception with P2E and Social-Fi features, while Chainlink, Uniswap, The Gra...

Celcius Logistics connects shippers and transporters and is a solution for all cold-chain requirements, helping with last mile and hyperlocal delivery for all stakeholders.

Meesho secures $275M funding in a $600M round. Share transfers hinted in SEC filing. In total, Meesho has raised $1.36 billion – including secondaries – since 2015.

Indian Hotels, led by Puneet Chhatwal, showcases robust growth through strategic new contracts, capital-light models, and diversified top line expansion. The company's focus on operating leverage, digital enhancements, and new business segments sets...

Kenneth Andrade, of Old Bridge Capital Management, emphasizes market breadth narrowing to specific stocks and commodity favoritism. He discusses challenges in the IT and defense sectors, PSU companies, and future businesses like Zomato and Paytm. An...

Kenneth Andrade anticipates significant growth in the power market, emphasizing massive investments in energy capex equivalent to India's GDP over the next 15 years. He discusses the impact on various sectors and the rationale behind his pharma hold...

Liverpool's sluggish performance against Sheffield United has raised concerns about injuries and a congested fixture list potentially catching up with the Reds. Klopp believes that even a tiring Liverpool should easily beat Manchester United, who ha...

Kenneth Andrade of Old Bridge Mutual Fund advises caution in the financial year, emphasizing efficient cash deployment, managing expectations, and watching out for factors like tariffs and supply chain imbalances. He predicts a focus on commodities ...

Kenneth Andrade believes that metal converters and Indian companies in the steel industry are a good bet. The balance sheets of these businesses have improved, with increased cash generation and capacity expansion. The key factor for success is the ...

“2024 valuation advantages are with the big caps. But it is not to say that the largecaps are significantly cheap. The market as a whole has traded up and it is hitting all time highs and you need to be cautious across the entire board. Try and navi...