Ambit Investment Advisors Pvt Ltd

Bhargav Buddhadev is the Fund Manager of the Ambit Micro Marvels Portfolio and co-manages the Ambit Emerging Giants Small Cap Portfolio at Ambit Asset Management. With over 20 years of experience in investment management and equity research, he specializes in mid- and small-cap companies. Before joining Ambit, Bhargav was with Kotak Mutual Fund, contributing to investment decisions for mid- and small-cap funds. Earlier, at Ambit Institutional Equities, he led mid-cap research and created the acclaimed Beachcombing Series, a small-cap research initiative that uncovered undervalued businesses through detailed on-ground checks with competitors, suppliers, and distributors. Recognized in the Asiamoney Polls (2017), he ranked 4th for Consumer Discretionary and Small Caps, 7th for Utilities, and 10th for Conglomerates. Bhargav is a Chartered Accountant and holds an MBA in Finance.

Trilok Agarwal is the Fund Manager of the Ambit Good & Clean MidCap Portfolio, the Ambit TenX Portfolio and co-manages the Ambit Emerging Giants Small Cap Portfolio at Ambit Asset Management. He brings over 18 years of experience in investment management and equity research, with deep expertise across multiple sectors. Before joining Ambit, Trilok worked with Dymon Asia Capital, managing alternative investment funds with long/short strategies, and with Aditya Birla Sun Life Limited (ABSLI), where he was a core member of the investment team overseeing equities worth over INR 15,000 crore and personally managing funds exceeding INR 4,000 crore. His portfolios delivered an average alpha of 280 bps over five years, consistently outperforming benchmarks. Trilok also played a pivotal role in launching and scaling funds between 2016 and 2020, generating over INR 1,000 crore in AUM, and was recognized as a Young Leader for three consecutive years within the Aditya Birla Financial Services group. Early in his career, he gained cross-sector experience covering auto, telecom, consumer discretionary, chemicals, and cement, which laid the foundation for his success as a fund manager.

Siddharth Bothra is the Fund Manager of the Ambit Coffee Can Portfolio at Ambit Asset Management, bringing over 25 years of experience in investments and equity research. Prior to joining Ambit, he spent 18 years with Motilal Oswal Financial Services (MOFSL), making significant contributions across institutional equities and asset management. At Motilal Oswal Asset Management Company (MOAMC), he was a core member of the team that launched its active mutual fund business in 2013 and played a key role in growing its AUM from zero to INR 220 billion. He managed the Focused Large Cap 25 Fund and Aggressive Hybrid Fund, overseeing approximately INR 150 billion across four funds at its peak, with the Focused 25 Fund ranking among the top 10 in its category for nine of 11 years. During his tenure, MOAMC was recognized as Best Equity House (2018) by the Thomson Reuters Lipper Fund Awards and ranked among Asia’s Top 100 Asset Managers by Institutional Investor. An alumnus of the Indian School of Business (ISB), Hyderabad, Siddharth also attended an International MBA Exchange Program at NYU Stern School of Business. His strong belief in long-term compounding aligns with the Coffee Can Portfolio’s philosophy of investing in high-quality businesses for sustainable wealth creation.