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Punam Sharma
Director of Research - Equity at
FIL Investment Advisors (UK) Ltd.
Profile
Ms. Punam Sharma is a Head of Equity Research at FIL Investment Advisors (UK) Ltd. and at FIL Investments International.
She joined Fidelity in 2016 as a Director of Research in Hong Kong, before relocating to London in 2018 to manage the EMEA / Latin America Research Team.
Prior to Fidelity, Ms. Sharma spent 15 years at IDFC Mutual Fund (India) in equity research and portfolio management roles.
She holds an MBA in management from Himachal Pradesh University, in addition to a BSc in physics, maths, and chemistry from St Bede’s College, Shimla.
Punam Sharma active positions
| Companies | Position | Start |
|---|---|---|
FIL Investment Advisors (UK) Ltd.
 FIL Investment Advisors (UK) Ltd. Investment ManagersFinance FIA UK is an active manager which aims to achieve long-term capital appreciation through a bottom-up approach. They focus on individual companies that seek to identify fundamental value in stocks. The firm uses a wide variety of investment strategies in managing client assets. FIA-UK conducts fundamental research, focusing on business franchise, trading environment, valuation, and management. Top-down considerations complement their approach, with attention paid to political, environmental and social issues likely to impact on a company's potential. | Director of Research - Equity | 01/06/2018 |
FIL Investments International
 FIL Investments International Investment ManagersFinance FILII invests in mutual funds and ETFs. | Director of Research - Equity | - |
Former positions of Punam Sharma
| Companies | Position | End |
|---|---|---|
Bandhan AMC Ltd.
 Bandhan AMC Ltd. Investment ManagersFinance Bandhan is an active, research-based manager that offers a range of prudently constructed investment products across equities, fixed-income, and liquid alternatives that aim to provide performance consistent with their well-defined objectives. Their investment process and methodology are driven by disciplined, fundamental research. Stock selection for investment advisory services is made through a combination of top-down and bottom-up approaches and by concentrating on underlying shifts in the Indian economy at an early stage. | Analyst-Equity | - |
| KOTAK MAHINDRA MUTUAL FUND - KOTAK NIFTY 200 MOMENTUM 30 ETF | Corporate Officer/Principal | - |
IDFC Asset Management Co. Pvt Ltd.
 IDFC Asset Management Co. Pvt Ltd. Investment ManagersFinance IDFC AM is an active manager which manages third party funds and comprises private equity investments through IDFC Private Equity Co. Ltd., project level equity investments through IDFC Project Equity Co. Ltd. and public markets investment advisory services through IDFC Investment Advisors Ltd., aiming to finance infrastructure projects in India. The firm seeks to build a large asset management platform focused on private investments and public markets through a variety of domestic and offshore products. | Portfolio Manager-Equities | 01/10/2013 |
Training of Punam Sharma
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
83
1st degree connections
7
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
FIL Investment Advisors (UK) Ltd.
FIL Investment Advisors (UK) Ltd. Investment ManagersFinance FIA UK is an active manager which aims to achieve long-term capital appreciation through a bottom-up approach. They focus on individual companies that seek to identify fundamental value in stocks. The firm uses a wide variety of investment strategies in managing client assets. FIA-UK conducts fundamental research, focusing on business franchise, trading environment, valuation, and management. Top-down considerations complement their approach, with attention paid to political, environmental and social issues likely to impact on a company's potential. | Finance |
Kotak Mahindra Asset Management Co. Ltd.
 Kotak Mahindra Asset Management Co. Ltd. Investment ManagersFinance KMAMC’s portfolio management services include equity and fixed-income solutions. For equities, they offer a special situations value portfolio which seeks to invest in value opportunities and special situations in individual stocks and related instruments which are trading at a discount to their intrinsic value. For fixed-income, the firm seeks to invest in companies with strong fundamentals and cash flow and a mix of PSU and Private Issuer fixed-income instruments. KMAMC invests through their mutual funds in equity funds, fixed-income funds, balanced funds, ETFs and fund of funds. | Finance |
IDFC Asset Management Co. Pvt Ltd.
IDFC Asset Management Co. Pvt Ltd. Investment ManagersFinance IDFC AM is an active manager which manages third party funds and comprises private equity investments through IDFC Private Equity Co. Ltd., project level equity investments through IDFC Project Equity Co. Ltd. and public markets investment advisory services through IDFC Investment Advisors Ltd., aiming to finance infrastructure projects in India. The firm seeks to build a large asset management platform focused on private investments and public markets through a variety of domestic and offshore products. | Finance |
Himachal Pradesh University
 Himachal Pradesh University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bandhan AMC Ltd.
Bandhan AMC Ltd. Investment ManagersFinance Bandhan is an active, research-based manager that offers a range of prudently constructed investment products across equities, fixed-income, and liquid alternatives that aim to provide performance consistent with their well-defined objectives. Their investment process and methodology are driven by disciplined, fundamental research. Stock selection for investment advisory services is made through a combination of top-down and bottom-up approaches and by concentrating on underlying shifts in the Indian economy at an early stage. | Finance |
St. Bede's College (India)
 St. Bede's College (India) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FIL Investments International
FIL Investments International Investment ManagersFinance FILII invests in mutual funds and ETFs. | Finance |
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