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Globe Capital Portfolio Management Services is an exclusive and premium
service available to the more discerning and select investors. We manage
accounts with individual attention to each investor’s portfolio with a wide
range of sophisticated portfolio strategies. PMS would warrant an allocation
in the core portfolio for any high net worth individual.
GLOBE PMS OFFERINGS
Globe Value
Focuses on large cap companies across sectors with a view to secure steadfast
long term returns navigating the investments through market ups and downs, with
more active style of management, following a value based stock selection strategy.
Globe Arbitrage
It aims at generating returns by exploiting market price inefficiencies and other
low risk opportunities. It uses various derivative strategies such as cash future arbitrage,
covered calls, covered puts, arbitrage and open offer arbitrage opportunities in case of takeover
delisting.
GLOBE PMS ADVANTAGE
Portfolio comprises of select ideas
Backed by high level of investment expertise and research.
Ability to take focused bets both in stocks and sectors
Build a portfolio of high conviction ideas and take meaningful exposure to such companies, thereby adding value when these stocks play out their potential.
Personalization and customization
The portfolio manager builds and manages each portfolio keeping in mind the strategy selected and the timing of investments.
Transparency and higher level of information
Frequent information flow to clients on market views and portfolio action through online on daily basis.
Mr. Ajay Khandelwal
Ajay Khandelwal is the Head of Globe PMS. He holds a masters in Business Administration and a bachelor's degree in Physics. Mr Khandelwal has more than 18 years experience in the financial sector. He has strong quantitative aptitude and has enhanced the team's strategic and tactical Asset Allocation decision making process.
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Mr. Ajay Khandelwal
Ajay Khandelwal is the Head of Globe PMS. He holds a masters in Business Administration and a bachelor's degree in Physics. Mr Khandelwal has more than 18 years experience in the financial sector. He has strong quantitative aptitude and has enhanced the team's strategic and tactical Asset Allocation decision making process.
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Piyush Sharma
Piyush Sharma, born and raised in India, is investment manager of the Globe Minerva Fund. Having spent time with Citigroup and Bombay Stock Exchange in India, he moved to United States in 2002, where he covered stocks within Business Services, Autos, Consumer Products and Financials with Sanford Bernstein, Longbow Research, and Avondale Partners, working in teams that received accolades by leading institutional research arbiters , including Institutional Investor (II) and Greenwich Associates. Piyush received an MBA from University of North Carolina at Chapel Hill, MS from MNNIT, and BS in Accounting from University of Allahabad.
Gaurav Aggarwal
Gaurav Aggarwal, CFA, CPA, born and lived his early childhood in India, is co-investment manager of the Globe Minerva Fund. Before launching the Globe Minerva Fund, he was as a senior analyst with portfolio management duties over $50 million in fund of fund assets at a leading regional investment bank in the Middle East. Prior to this, he was with Bay Harbour Management, a $1.2 billion distressed debt and equity hedge fund in New York City. He has also served as an analyst with Polen Capital Management, a $2 billion long-only value money manager in Florida. He received an M.S. in Accounting (specializing in Finance) and B.S. in Business Administration from the University of North Carolina at Chapel Hill. He is a Chartered Financial Analyst and a Certified Public Accountant.
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Piyush Sharma
Piyush Sharma, born and raised in India, is investment manager of the Globe Minerva Fund. Having spent time with Citigroup and Bombay Stock Exchange in India, he moved to United States in 2002, where he covered stocks within Business Services, Autos, Consumer Products and Financials with Sanford Bernstein, Longbow Research, and Avondale Partners, working in teams that received accolades by leading institutional research arbiters , including Institutional Investor (II) and Greenwich Associates. Piyush received an MBA from University of North Carolina at Chapel Hill, MS from MNNIT, and BS in Accounting from University of Allahabad.
Gaurav Aggarwal
Gaurav Aggarwal, CFA, CPA, born and lived his early childhood in India, is co-investment manager of the Globe Minerva Fund. Before launching the Globe Minerva Fund, he was as a senior analyst with portfolio management duties over $50 million in fund of fund assets at a leading regional investment bank in the Middle East. Prior to this, he was with Bay Harbour Management, a $1.2 billion distressed debt and equity hedge fund in New York City. He has also served as an analyst with Polen Capital Management, a $2 billion long-only value money manager in Florida. He received an M.S. in Accounting (specializing in Finance) and B.S. in Business Administration from the University of North Carolina at Chapel Hill. He is a Chartered Financial Analyst and a Certified Public Accountant.
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 The Globe Minerva Fund - July 2013
The Globe Minerva Fund - April 2013
The Globe Minerva Fund - January 2013
The Globe Minerva Fund - October 2012
The Globe Minerva Fund - July 2012
The Globe Minerva Fund - April 2012
The Globe Minerva Fund - January 2012
The Globe Minerva Fund - October 2011
The Globe Minerva Fund - July 2011
The Globe Minerva Fund - April 2011
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The Globe Minerva Fund - July 2013
The Globe Minerva Fund - April 2013
The Globe Minerva Fund - January 2013
The Globe Minerva Fund - October 2012
The Globe Minerva Fund - July 2012
The Globe Minerva Fund - April 2012
The Globe Minerva Fund - January 2012
The Globe Minerva Fund - October 2011
The Globe Minerva Fund - July 2011
The Globe Minerva Fund - April 2011
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