Negen Capital Services

About

Negen Capital PMS was launched in November 2017. It is a SEBI registered investment manager. They are predominantly a smallcap and midcap focused PMS with a keen interest in identifying value investing opportunities via special situations like demergers and Spin offs.

Investment philosophy

The company mostly does value investing with special situations attached to it. It does growth investing in the technology space. They do normal value investing as well in bear markets. They also take growth as an important factor while selecting.

Key staff

Neil Bahal, Founder, CEO and Portfolio Manager – joined in 2007 and has been almost 16 years with the organization, having 22 years into investing. 

Kashish Shambhwani, Associate Vice President at Negen Capital – joined in february 2017 and has been around 6 years with the organization.

Jigar Shah, Director at Negen Capital – joined the organization in january 2008 and has been around 15 years in the organization.

Media

Special situations based value investing through Negen Capital, Oct 7, 2022, PMS AIF World, https://youtu.be/5IlRO2vqmGA 

The founder and CEO talks about special situation based value investing. They are primarily value investors but have some special situations attached to it. They look for special situations like delisting, demerger, joining of new CEO etc, to see turnaround to unlock the value of that stock. He says that they are interested in value but that value might end up in value traps and be cheap for a longer period of time if special situations are not attached. So they are very clear that they are value investors with special situations attached. It can be seen that they have a multi cap approach. And they also look for normal value investing in the bear market.

Value + Growth : An effective investment strategy, Dec 23, 2021, PMS AIF World,  https://youtu.be/qjuz7MG8DCU 

The founder and CEO talks about how value plus growth is an effective investment strategy. Also they do growth investing tech oriented (Around 15% tech oriented). He talks about value investing with a trigger from special situations to unlock value from that stock. He says that growth is also an important factor moving forward while doing value investing. They do not charge any management fee or exit load or annual fee, but they only charge 15% share of profit.