9 months ago
From Burgers to Porsche: Sanjay Bakshi's Investing Journey
Sanjay Bakshi started his career working at Burger King in London.
He discovered Warren Buffett's writings and became interested in value investing.
After returning to India, he founded his own investment firm and became a successful investor.
He also became a professor, teaching courses on finance and business valuation.
His investment fund, ValueQuest India Moat Fund, has performed very well.
He is known for his unique teaching style and his focus on investing in strong, long-lasting companies.
He continues to teach and share his insights with others.
Sanjay Bakshi started his career working at Burger King in London and discovered Warren Buffett's writings, which inspired his interest in value investing.
He founded Tactica Capital Management in 1994 and later shifted to a 'moat investor' strategy, focusing on strong, long-lasting companies.
Bakshi launched ValueQuest Capital LLP in 2014, which established the ValueQuest India Moat Fund, achieving significant returns.
He is a renowned professor, teaching courses on behavioral finance and business valuation at MDI Gurgaon and FLAME University.
Bakshi's investment fund has grown 85% since inception, outperforming the market, and he continues to share his insights through teaching and writing.
- Who
- Sanjay Bakshi, a professor and investor known as the 'Fundoo Professor'
- What
- His journey from working at Burger King to becoming a successful investor and professor
- Where
- Delhi, London, and various locations in India
- When
- Early 1990s to present
- Why
- To share his knowledge and insights on value investing and behavioral finance
Key facts
- Current Role
- Distinguished Adjunct Professor at FLAME University
- Investment Strategy
- Moat Investing
- Fund Performance
- 85% growth since inception, 108% total gain before fees
- Notable Holdings
- Ambika Cotton Mills, Accelya Kale Solutions, TVS Srichakra, Wonderla Holidays, Pidilite Industries, Relaxo Footwears, Polycab India
- Education
- M.Sc. in Economics from London School of Economics
- Teaching Career
- Adjunct Professor at MDI Gurgaon (2001-2021), Professor of the Year (2019, 2020)
- Investment Fund
- ValueQuest India Moat Fund (launched in 2014)
- Global Recognition
- Minority stake acquired by Andrew Marks, son of Oaktree Capital’s Howard Marks, in 2018
Quotes
Sanjay Bakshi
Sanjay Bakshi is an investor and educator known for his expertise in value investing and moat investing.
“Sometime in late 2012, I shifted gears completely and decided to become a moat investor.”
financialexpress.com
“I had an audited track record of compounding capital from 2001 to 2012 at 24% a year, in $ terms.”
financialexpress.com
