Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008, having its Registered Office at 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400025.
Motilal Oswal Asset Management Company Ltd. has been appointed as the Investment Manager to Motilal Oswal Mutual Fund by the Trustee vide Investment Management Agreement (IMA) dated May 21, 2009, executed between Motilal Oswal Trustee Company Ltd. and Motilal Oswal Asset Management Company Ltd.
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Motilal Oswal Value Investing Forum

The objective of this forum is investor education, distinguished speakers at the forum were Mr. Nilesh Shah, MD & CEO - Amansa Capital, Mr. Sanjoy Bhattacharyya, Founder Partner – Fortuna Capital, Mr. Ramesh Damani, Member – BSE and Mr. Raamdeo Agrawal, Joint MD and Co-founder, Motilal Oswal Financial Services Ltd. The forum was attended by around 700 investors.


The evening commenced with a welcome address by Mr. Nitin Rakesh, CEO, Motilal Oswal Asset Management Company. The forum was divided into two sessions: expert presentations on ‘My Approach to Value Investing’, where the speakers highlighted their experiences, their strategies and insights of Value Investing. Mr. Nilesh Shah emphasised on the fact that if you need to be a value investor you need to have an open mind to all opportunities, do your homework well and have a lot of patience. Adding to this, Mr. Sanjoy Bhattacharyya stressed that one should invest only in the business one understands and be keen to hunt on bargains in neglected industries/ companies. Mr. Ramesh Damani’s presentation worked around four key principles – stock up on great ideas, focus on your circle of competence, read a lot on the subject and focus on creating long term wealth. Mr. Raamdeo Agrawal defined Value investing as, “buying companies at significant discount to my assessment of expected value over 3-5 years.” Typically, he looks at returns of 25% per annum i.e. doubling in three years or 10 times in 10 years”.


The panel discussion was moderated by Mr. Sanjoy Bhattacharyya, who started the talk with diversification versus concentration of portfolio. The other aspects of value investing, which were touched upon during the discussion were - when is the right time to sell, the importance of interim developments like quarterly results, macro and global trends, whether dividends matter, how they (the speakers) have learnt from misjudgments.


The second session sought to bring out the traits required to be a Value Investor through a Panel discussion on ‘What it takes to be a Value Investor?’


The intellectual evening came to an end with a special vote of thanks, felicitation of the legendary guests and the investors richer with immense knowledge on Value Investing.

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