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Anand Batepati
Anand Batepati
Positions:

Co-founder and Portfolio Manager

Company:

GFM Asset Management

I am a co-founder and portfolio manager at GFM Asset Management, a SFC licensed firm in Hong Kong. I manage the GFM Focus Investing Strategy which is offered to clients as separately managed accounts held in their name at an external brokerage/custody firm. I invest alongside my clients, and we charge only d performance fee subject to a high watermark. We only make money when our clients do.

I believe that 'investing is figuring out what a business is worth and then paying a lot less for it.' We practice this by learning deeply about a business and its peers, and only investing when market gyrations throw up bargain prices for company ownership. After investing, we monitor business evolution and management actions to know when to exit, add or hold.
We view stocks as 'title deeds' to business ownership, and not as a number bouncing on a graph. Hence we focus on knowing whether a business is good, great or mediocre. Our approach is simple, difficult, and generates large wealth over time.
Before starting GFM Asset Management, I was the Head of Multi Asset Structuring for Asia at Rabobank in Hong Kong. I have previously worked at HSBC in Hong Kong, Bear Stearns in London, JP Morgan in New York and the World Bank in Washington D.C.

I hold two master's degrees in finance from London Business School and Asian Institute of Management / McGill University. I have lived in 6 countries and worked in New York, London and Hong Kong.