Ankit Agrawal, CFA - Yellowstone Equity

Top Sectors

Financials

38%

Real Estate

16%

Health Care

16%

Consumer Discretionary

12%

Information Technology

Materials

Industrials

Utilities

Consumer Staples

Communication Services

Top Verticals

Equity Bottom-Up

78%

Quantitative Analysis

14%

Thematic (Sector/Industry)

Forensic Accounting

Equity Capital Markets

ESG

Event-Driven

Top Entities

Edelweiss Financial Services

LIC Housing Finance

Bajaj Finance Ltd

HealthCare Global Enterprises

HDFC Bank

KPIT Technologies

Kolte Patil Developers

Nesco Ltd

RPSG Ventures Limited

Rajshree Polypack

Top Countries

India

62.6%

Japan

5.2%

China

1.9%

Thailand

1.5%

South Korea

1.5%

Malaysia

1.5%

Indonesia

1.5%

Philippines

1.5%

Singapore

1.1%

Vietnam

1.1%

Summary

I possess investment research experience across asset classes and geographies, acquired at Investcorp (New York) and Howe & Rusling (Rochester). At Investcorp, an alternative asset manager, I was part of an investment team managing >$1bn in discretionary client assets. I was also a member of investment recommendation, monitoring, cross-asset strategy and macro outlook committees that met periodically for investment decisions and top-down views. At Howe & Rusling, a long-only asset manager, I helped cover US large-cap equity investments across sectors for growth and income focused portfolios as well as assisted in managing a US small-cap growth focused equity portfolio. I possess an MBA in finance and corporate accounting from University of Rochester in US, a CFA Charter, and an Engineering...