BUYING THE BEST BUSINESSES AT THE BEST PRICE
ABOUT US:
Invest in Monopolies​
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We are an investment firm which has 2 products, a Global Monopolies Fund and a India Champions Fund. Our niche of investing in monopolies, enables us to deliver tier 1 returns while being able to manage risk very well. Monopolies are able to pass on higher prices even in a crisis and this enables us to manage our investment risk very effeciently.
Research Edge
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Our Investment team relies on industry experts who have been veterans in their respective sectors. We rely on individuals who have spent 20-30 years in an industry to help us think through potential stock ideas. Our research team includes 12 industry experts globally.
Your Money Is Always With You
Your money continues to remain in your investment account. The client only outsources the investment decision to us. This is a major advantage to the client because the client at all times can monitor their own account.
Track Record
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NAG ANALYTIX has been delivering returns averaging 46% in their India champions fund and 39% in their global monopolies fund, since inception.​ In 2022, NAG ANALYTIX was ranked the fifth best performing fund globally by the IAIC.
The Governance Edge
We refrain from buying companies with a history of poor governance irrespective of the upside potential. This helps us follow the number one rule of investing "Never Lose Money".
We only invest within our own niche of investments in any given index.
Global Clientele
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We currently manage about $210mn.
We manage money for clients across the world in US, China, Singapore, Indonesia, UK, Europe and many more countries.
OUR INVESTMENT PHILOSOPHY
We buy the best businesses at the best possible price. We only invest with industry leaders who have by far, the highest market share. In every major economy, among various sectors, one or two companies predominantly take home more than 50% of the industry profits. We invest in such prominent businesses, that we perceive as sustainable monopolies or duopolies. Our typical investment is a monopoly, in an industry with a high barrier to entry. These businesses have a track record of net profit growth of 15% or more, with a high return on capital and the ability to re-deploy its profits back into its business without diluting its return on capital ratio.
​We are crisis investors looking for an opportunity in a crisis, when even the best businesses trade at very cheap valuations. After identifying the right company, it is vital to buy it at the right price. We have the courage, discipline, knowledge and vision to buy most of our investments just as the peak of the crisis passes by.
The right business at the right price is only half the story. The entire world operates in a cyclical flow of money and liquidity that causes macro cycles. Even the best companies bought at the peak of the cycle can lose half their value as we come to the bottom of the cycle. We are long term investors who endeavor to buy at the bottom of the macro cycle and ride our investments till the peak of the cycle.
OUR INVESTMENT TEAM
(A Team of twelve investors, headed by Sundip Nag)
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Sundip Nag (Portfolio Manager): Sundip was one of the early equity investors who invested in Facebook which profited him immensely. He also successfully predicted the rally post the global financial crisis in 2009, wherein he invested in names like ICICI Bank and Maruti, both investments yielded him a return of more than 300%. Prior to founding NAG ANALYTIX, he worked with The Ashmore Group in Washington D.C. for 9 years and helped manage their portfolio in India, Indonesia, Thailand, Philippines, Malaysia, Vietnam and was also the Global Banks Analyst. Prior to Ashmore, Sundip worked with ING Investment Management in New York for 3 years as an International Equity Analyst.
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Handi Huta Jaya (Portfolio Manager): Handi is a global macro expert with a keen understanding of global fund flows and the rates cycle. Handi has 15 years of investment experience and was ranked as one of the top fund managers for several years at Ashmore. Handi has in the past worked with companies like Ashmore Group UK, Trimegah securities. Handi speaks mandarin and takes care of a lot of the investments in China, Taiwan and rest of Asia.
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John Grigoris (Co - Portfolio Manager): John is a seasoned analyst with more than 17 years of investment experience across several European investment firms. John is originally from Greece but is based in New York and has worked with Sundip in the past. John covers primarily US and European companies for the team.
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Kayuri is a generalist analyst with expertise in the consumer sector and a key focus on our investments in India. She has played a pivotal role in shaping our investment strategies in the pharmaceutical and consumer sectors in China while also conducting in-depth research on the technology and AI industries. With a strong ability to integrate market news with company performance, Kayuri builds comprehensive financial models that serve as critical tools for investment assessment. Her research approach is tailored to individual sectors and companies, creating structured frameworks that act as filters to evaluate investment viability.
Kayuri holds a master’s degree in International Finance and Investment Management from University of Dundee, and her previous experience as an analyst at Govconnect (Manchester) and IDA Ireland (Mumbai) has further refined her analytical approach. Her expertise and insights significantly contribute to the investment strategies at Nag Analytix.com
Sansia is a general analyst with a strong focus on the semiconductor space, particularly in the burgeoning Al chips sector. Additionally, her expertise extends to real estate and the consumer sector in China, where she has played a key role in identifying emerging trends, market shifts, and potential investment opportunities. As an investment analyst, Sansia demonstrates a blend of analytical rigor and strategic thinking. Her work is characterized by deep, methodical research, drawing insights from both quantitative data and qualitative assessments.Her ability to break down complex sectors with clarity and foresight makes her a significant part of the team. Sansia’s insights have added considerable value, helping the team make informed decisions and stay ahead of the curve in rapidly evolving sectors.
Akansha Singh is a multi-sector analyst specializing in the technology and pharmaceutical industries, with a focus on investments in India, China, and the U.S. She has played a key role in shaping investment strategies by conducting in-depth market research and industry analysis. With a strong ability to connect market trends with company performance, Akansha develops detailed financial models to support investment decisions. She possesses a sharp analytical acumen for identifying under-the-radar investment opportunities, leveraging her strategic vision to uncover high-growth potential stocks. Her structured research approach helps evaluate opportunities across different sectors and regions. She holds a Bachelor of Commerce in Investment Management and has gained valuable experience in financial research and market analysis. Her insights play a vital role in guiding strategic investments.
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Our Address
New York
50, Coolidge Avenue. Roslyn Heights.
New York 11577.
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Mumbai
1002, Esperenza Building,
10th Floor, Linking Road.
Bandra - West. Mumbai 400 050.
Tel: +91 98205 87821
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Reach out to us for enquiries at:
Email: enquiry@naganalytix.com
Head of Client Relations
Ravin Mehta:
NAG ANALYTIX LLC (henceforth known as NAG), is a global investment advisor. Our investment team has 10+ years of experience in providing equity research services to global financial institutions.
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Note: The content in this website is provided for informational purposes only. No material should be considered as investment advice directly, indirectly, implicitly, or in any manner whatsoever. Past performance is not an indicator of future performance. Nag Analytix Pvt Ltd accepts no liability whatsoever for any direct or consequential loss or damage arising from any use of any information in this website. The information and content in this website is subject to change without notice.
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