Profile
Prior to joining OpCap in 2005, Mr. Bogavelli was a managing director and head of the US large-cap value team at Citigroup Asset Management.
He previously was co-Chief Investment Officer at Smith Barney Capital Management, as well as partner, portfolio manager and Director of Research at institutional investment manager Spare Kaplan Bischel & Associates.
He began his investment career as an equity research analyst at Bodri Capital Management.
Mr. Bogavelli holds a BA from the University of Delhi's St. Stephen's College in Delhi, India, and a Masters in International Affairs from Columbia University's School of International and Public Affairs.
He is a CFA charterholder.
Former positions of Giri Bogavelli
| Companies | Position | End |
|---|---|---|
Oppenheimer Capital
 Oppenheimer Capital Investment ManagersFinance Founded in 1969, Oppenheimer Capital is an investment advisor firm located in New York City with an additional office in Newport Beach,, California. Oppenheimer Capital is wholly-owned by Allianz Dresdner Asset Management of America LP (formerly PIMCO Advisors LP), which is a subsidiary of Allianz AG (NYSE: AG). The firm is unrelated to OppenheimerFunds and the brokerage firm CIBC Oppenheimer. | Analyst-Equity | 31/05/2008 |
| Citigroup Asset Management | Portfolio Manager-Equities | 30/11/2005 |
Bodri Capital Management LLC
 Bodri Capital Management LLC Investment ManagersFinance Founded by Jerome H. Debs, II, Bodri Capital Management LLC is a hedge fund manager located in San Francisco. The firm manages the Bodri Capital Fund LP, the Bodri Capital Offshore Fund Ltd. and the Catfish Fund LP. | Analyst-Equity | - |
Spare Kaplan Bischel & Associates, Inc.
 Spare Kaplan Bischel & Associates, Inc. Investment ManagersFinance Part of Royal Bank of Canada, Spare Kaplan Bischel & Associates, Inc. is a boutique investment management firm based in San Francisco, CA. With over 20 years of experience, the company is dedicated to providing value equity portfolios that integrate environmental, social, and governance criteria to align with their clients' investment and social objectives. The company offers value equity and ESG/SRI value equity solutions as separately managed accounts, UMA/SMA managed accounts, and mutual funds. The team is committed to their active, value investment philosophy and process that has been consistently applied for over three decades, seeking to construct high conviction portfolios that reflect their best ideas while preserving and increasing clients' capital with downside protection. | Director of Research - Equity | - |
ClearBridge Investments LLC
 ClearBridge Investments LLC Investment ManagersFinance ClearBridge Investments LLC is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Legg Mason, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). They were founded in 2005 as ClearBridge Advisors, which operated through Citigroup Asset Management NA, and was acquired by Legg Mason that year. They changed their name to ClearBridge Investments LLC in 2012. ClearBridge Investments provides discretionary investment management services for both institutional and retail clients. The firm also acts as adviser or sub-adviser to the ClearBridge Funds which are part of the Legg Mason family of mutual funds. | Portfolio Manager-Equities | - |
Training of Giri Bogavelli
| University of Delhi | Undergraduate Degree |
| The Trustees of Columbia University in The City of New York | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
ClearBridge Investments LLC
ClearBridge Investments LLC Investment ManagersFinance ClearBridge Investments LLC is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Legg Mason, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). They were founded in 2005 as ClearBridge Advisors, which operated through Citigroup Asset Management NA, and was acquired by Legg Mason that year. They changed their name to ClearBridge Investments LLC in 2012. ClearBridge Investments provides discretionary investment management services for both institutional and retail clients. The firm also acts as adviser or sub-adviser to the ClearBridge Funds which are part of the Legg Mason family of mutual funds. | Finance |
| Citigroup Asset Management | Finance |
Spare Kaplan Bischel & Associates, Inc.
Spare Kaplan Bischel & Associates, Inc. Investment ManagersFinance Part of Royal Bank of Canada, Spare Kaplan Bischel & Associates, Inc. is a boutique investment management firm based in San Francisco, CA. With over 20 years of experience, the company is dedicated to providing value equity portfolios that integrate environmental, social, and governance criteria to align with their clients' investment and social objectives. The company offers value equity and ESG/SRI value equity solutions as separately managed accounts, UMA/SMA managed accounts, and mutual funds. The team is committed to their active, value investment philosophy and process that has been consistently applied for over three decades, seeking to construct high conviction portfolios that reflect their best ideas while preserving and increasing clients' capital with downside protection. | Finance |
Bodri Capital Management LLC
Bodri Capital Management LLC Investment ManagersFinance Founded by Jerome H. Debs, II, Bodri Capital Management LLC is a hedge fund manager located in San Francisco. The firm manages the Bodri Capital Fund LP, the Bodri Capital Offshore Fund Ltd. and the Catfish Fund LP. | Finance |
Oppenheimer Capital
Oppenheimer Capital Investment ManagersFinance Founded in 1969, Oppenheimer Capital is an investment advisor firm located in New York City with an additional office in Newport Beach,, California. Oppenheimer Capital is wholly-owned by Allianz Dresdner Asset Management of America LP (formerly PIMCO Advisors LP), which is a subsidiary of Allianz AG (NYSE: AG). The firm is unrelated to OppenheimerFunds and the brokerage firm CIBC Oppenheimer. | Finance |
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