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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Juanita Snyder (Co - Portfolio Manager): Juanita is a seasoned analyst with more than 12 years of investment experience. Juanita is based in New York and has worked with several funds in the past. She covers primarily US and European equities for the team.
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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 89281 16923
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Reach out to us for enquiries at:
Email: enquiry@naganalytix.com
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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