Vishal Bhutani, CIO, AMS Children's Fund, "Capitalizing on Indian Equity Markets with Downside Protection"

Our guest for today's podcast is Vishal Bhutani, Chief Investment Officer of AMS Children's Fund (AMS), a new fund launching in early 2025.  Together with David Gaynes, Vishal is forming AMS to capitalize on the growing interest by institutional investors in the Indian equity markets.  Vishal believes that the middle market opportunity in Indian equities is one of the best investment opportunities available today.  Leveraging his experience as an event driven portfolio manager, AMS believes it will be able to achieve superior risk adjusted returns.

 

Vishal has spent the bulk of his 20 year investment career as an Event Driven investor, investing across the capital structure.  Joining me on the podcast is Clark Cheng, CEO and CIO of Merrimac Corp, a large single family office with investments in hedge funds, private equity, venture capital and real estate AND David Gaynes, co-founder of AMS Children's Fund.

 

So why should investors care about the Indian equity markets now?  Vishal provides many insights and answers why in this podcast.

 

Without further ado, here is our conversation with Vishal Bhutani.