"RK INVESTMENTS" was founded in 2017 to do one thing: deliver compelling investment results for our clients over the long term. This remains our singular purpose today, driven by a culture rooted in deep fundamental research, the pursuit of investment insight and continuous innovation on behalf of clients, and facilitated by the free exchange of ideas across the organization.
As a private, independent, employee-owned investment manager, Neuberger Berman is structurally aligned with the long-term interests of our clients. We have no external parent or public shareholders to serve, nor other lines of business to distract us from our core mission. And with our employees and their families invested alongside our clients—plus 100% of employee deferred cash compensation directly linked to team and firm strategies—we are truly in this together. RK Investments manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors RK INVESTMENT has built a diverse team of individuals united in their commitment to client outcomes and investment excellence.
FOUNDER AND OWNER
Rakesh Upadhyay
"RK Investment Managers" is the asset management business of the "RK Group". We are solely focused on our clients. Our firm is independently-owned by its partners, and this structure means our interests are wholly aligned with our clients and we have a culture of creating fresh investment perspectives. We provide a range of investment solutions, including:
- * Fixed income
- * Multi-asset
- * Convertible bonds
- * Alternatives
- * Equities
- * Impact
In essence, we provide:
- * Singular focus on listed Indian equities
- * Purely discretionary investment management
- * Focus on mindset alignment and philosophy match during client selection
Our Philosophy
Our core philosophy at RK Investment Managers revolves around two key aspects: first achieve capital protection (over time) and then follow it with capital appreciation. We seek to invest in Indian equities that run high quality businesses, operated by a high quality management, enjoying sustained long-term growth prospects at fair and reasonable prices.
Overarching Investing Philosophy and Principles:
- Greater certainty of earnings v/s. mere quantum of earnings growth
- Superior and consistent quality of earnings v/s. mere quantum of earnings growth.
- High quality at a reasonable price v/s. inferior quality at an arithmetically 'cheap' price
Our Investment Approach ensures:
Pricing the value rather than valuing the price
A disciplined investing into outstanding businesses
Building a portfolio of compounding opportunities
Our Advantage
"Investing", as Buffett says, "is simple but not easy". It is the implementation of the simple things consistently and with discipline during all market conditions, that requires character, which makes all the critical difference. Our core advantage lies in the disciplined and consistent execution of these 'simple' things and doing them well.
At RK Investment Managers, we maintain:
Disciplined adherence to investment philosophy / process
Strong in-house proprietary research
Team bandwidth and experience
Strong relationships and industry interfaces
Comprehensive understanding of Indian businesses and industries
Focus on long term performance track record