Hiren Ved - CEO, Director, CIO, Alchemy Capital Management.

Breaking Investment Stereotypes with Rajkumar Singhal

My guest for today is Hiren Ved. Hiren is the Co-Founder, Director, CEO, and CIO, Alchemy Capital Management. With over 30 years of experience in the Indian equities market and public market investing, Hiren Ved – has a long track record of alpha generation over 19 years. He has been Managing/advising funds worth 1 billion USD (as on 31 Dec 2021) across domestic and offshore mandates for Alchemy.

As the CIO of Alchemy Capital, he has developed a sustainable long term fundamental research-based investment philosophy that has helped in delivering consistent and superior long term returns for clients. This episode is brought to you by multipie.co where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you.

Show notes:

0:00 Introduction

2:43 What made Hiren Ved so fascinated towards stock markets?

7:10 What made Hiren from heading the equity research department to start his own PMS- Alchemy capital?

11:17 Hiren’s investing style - how it has evolved over the last 20+ years

14:25 What are several elements which made Hiren a successful investor & his key learnings from the market?

22:12 How to get exposure in different themes and different market cycles at the reasonably right time?

32:25 How does Hiren see the next 10 years in India?

48:41 What are the 3-4 sectors Hiren is bullish on?

59:30 Hiren’s view on recent drawdown in new-age tech companies & long-term view on new-age tech companies in India and globally.

1:13:35 Thoughts on impact of potential financial tightening in the US and India.

1:19:12 Hiren’s suggestion for new Investors

1:23:46 One important Investing stereotype which Hiren wants to break.

1:26:06 What does Hiren reads about except Equities & markets

1:30:41 What advice would Hiren give to his 20-year-old self?