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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
Globe value portfolio aims at investing in stocks that have good value & future growth prospects, can benefit from earnings growth, re-rating of business or sector and changes in macro & micro fundamentals.
It is a multicap strategy with active management and use of various derivatives like future & options on the underlying / index with a view to optimize the yield of the portfolio. The strategy also identifies various special situations in the market and tries to profit from them using a strategy which is market neutral.
Globe Arbitrage
Globe Special Situations aims at generating returns by exploiting market inefficiencies and other low risk opportunities by
using various strategies such as Cash Future Arbitrage, Box Trading, Conversion-Reversal, Covered Calls/Puts, Pair Trading and
tries to benefit from event arbitrage involving merger & acquisitions,
Open Offers, takeover, de-listing, Offer for Sale (OFS), FPO and other special situations.
GLOBE PMS Benefits
- Portfolio comprises of select ideas which are backed by high level of investment expertise and research.
- Ability to take focused bets both in stocks and sectors
- Personalization and customization: Tailor made solutions for different client profiles having different risk appetite.
- Transparency through regular communication and information regarding market and portfolio.
- Low cost compared to peers
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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