FLAME University

FLAME INVESTMENT LAB

The Epicentre of Value Investing in India

Kenneth is the Founder and CIO of Old Bridge Capital Management, an India-based registered PMS. He manages the investment process and leads investment ideation. Along with over 27 years of experience in Indian Capital Markets, portfolio management and investment research he has a formidable 15-year track record managing some of India's most successful equity funds.

Kenneth’s experience in portfolio management includes the 10 years at IDFC Asset Management Company, which was ranked amongst the top 8 in the Mutual Fund industry in India, Year 2005 - 2015. From 2008 to 2015, IDFC MF ranked as the fastest growing mutual fund in India. At IDFC, Kenneth was responsible for the performance of a corpus of US$8 billion, as Chief Investment Officer. He was responsible for building the firm’s equity franchise and managed one of India's largest equity funds by AUM. The firm’s flagship fund, IDFC Premier Equity Fund delivered a CAGR growth of 22.3% over the ten-year period.


Interviews and Articles

Kenneth Andrade to re-enter the MF industry
https://cafemutual.com/news/industry/28424-kenneth-andrade-to-re-enter-the-mf-industry

Kenneth Andrade's PMS gets in-principle approval for mutual fund foray
https://www.business-standard.com/article/markets/kenneth-andrade-s-pms-gets-in-principle-approval-for-mutual-fund-foray-123011701214_1.html - Jan 17 2023

Kenneth Andrade: Analysing the stock-picking strategy and philosophy of this market expert
https://www.5paisa.com/news/kenneth-andrade-analyzing-the-stock-picking-strategy-and-philosophy-of-this-market-expert - Dec 11, 2022

Old Bridge Capital's Kenneth Andrade on where to invest in Samvat 2079
https://youtu.be/iek-M9Y8u-o - Oct 14, 2022

IT, pharma still offer some value, says Kenneth Andrade of Old Bridge Capital
https://mintgenie.livemint.com/news/markets/it-pharma-still-offer-some-value-says-kenneth-andrade-of-old-bridge-capital-151660800053689 - 18 Aug 2022

Kenneth Andrade on Building the Perfect Stock Portfolio
https://www.equitymaster.com/detail.asp?date=08/06/2022&story=1&title=Kenneth-Andrade-on-Building-the-Perfect-Stock-Portfolio - Aug 6, 2022

Why Kenneth Andrade Sees Indian Firms Better Placed to Compete Globally
https://www.bqprime.com/business/why-kenneth-andrade-sees-indian-firms-better-placed-to-compete-globally - 15 Jul 2022

New components will lead the indices, says Kenneth Andrade of Old Bridge Capital Management
https://mintgenie.livemint.com/news/markets/new-components-will-lead-the-indices-says-kenneth-andrade-of-old-bridge-capital-management-151650343313323 - 19 Apr 2022

Expect Margin Pressure On IT; Bearish On Power, Renewables: Kenneth Andrade
https://www.timesnownews.com/videos/et-now/news/expect-margin-pressure-on-it-bearish-on-power-renewables-kenneth-andrade-video-90905262 - Apr 18, 2022

Kenneth Andrade Picks the Winners of the '90s-Like Next Decade'
https://www.bqprime.com/business/kenneth-andrade-picks-the-winners-of-the-90s-like-next-decade - 04 Jan 2022

This decade will mirror the ’90s: Kenneth Andrade
https://www.fortuneindia.com/investing/this-decade-will-mirror-the-90s-kenneth-andrade/105259 - Mar 4, 2021

Opportunity will surface over the next couple of months: Kenneth Andrade, Old Bridge Capital Management
https://economictimes.indiatimes.com/markets/expert-view/opportunity-will-surface-over-the-next-couple-of-months-kenneth-andrade-old-bridge-capital-management/videoshow/66377031.cms

Kenneth Andrade of Old Bridge Capital Management speaks on current market trends
https://www.timesnownews.com/videos/et-now/markets/kenneth-andrade-of-old-bridge-capital-management-speaks-on-current-market-trends/21931

India on the cusp of restarting spend cycle, you need to know where to look: Kenneth Andrade, Old Bridge Capital
https://economictimes.indiatimes.com/markets/expert-view/india-on-cusp-of-restarting-spend-cycle-and-these-2-sectors-to-benefit-kenneth-andrade-old-bridge-capital-management/articleshow/67720353.cms?from=mdr

After correction, we are finding value in these 3 sectors: Kenneth Andrade, Old Bridge Capital Management
https://economictimes.indiatimes.com/markets/expert-view/after-correction-we-are-finding-value-in-these-3-sectors-kenneth-andrade-old-bridge-capital-management/articleshow/66376821.cms?from=mdr

Coffee Can Investing | Kenneth Andrade on how to spot great companies during a down cycle
https://www.moneycontrol.com/news/business/coffee-can-investing-kenneth-andrade-on-how-to-spot-great-companies-during-a-down-cycle-2909821.html

India to do reasonably well compared to most global peers, says Kenneth Andrade
https://www.cnbctv18.com/videos/market/india-to-do-reasonably-well-compared-to-most-global-peers-says-kenneth-andrade-1724671.htm

CFA Society India (Indian Association of Investment Professionals)
https://cfasocietyindia.com/2017/07/31/in-conversation-with-kenneth-andrade/

For next 10-15-year cycle, rural is the biggest play: Kenneth Andrade, Old Bridge Capital
http://economictimes.indiatimes.com/markets/expert-view/for-next-10-15-year-cycle-rural-is-the-biggest-play-kenneth-andrade-old-bridge-capital/articleshow/59081836.cms

Would rather sit on cash than buy Nifty50 stocks: Kenneth Andrade
http://economictimes.indiatimes.com/markets/expert-view/would-rather-sit-on-cash-than-buy-nifty50-stocks-kenneth-andrade/articleshow/56494566.cms

Demonetisation Is Like A Speeding Car Hitting A Wall, Says Kenneth Andrade
http://www.bloombergquint.com/markets/2016/11/18/kenneth-andrade-likens-demonetisation-to-a-speeding-car-hitting-a-wall

GDP growth, earnings to take 18 mths to pick up speed:Old Bridge
Speaking to CNBC-TV18 Kenneth Andrade, Founder & CIO of Old Bridge Capital Management said that the double whammy of Donald Trump presidency and demonetisaiton drive are event-driven outcomes.
http://www.moneycontrol.com/news/market-outlook/gdp-growth-earnings-to-take-18-mths-to-pickspeedold-bridge_7984341.html

Interview With Mid-Cap Mogul Kenneth Andrade
https://www.stableinvestor.com/2016/04/interview-kenneth-andrade-mid-cap-mogul.html

Kenneth Andrade Reveals His Stock-Picking Strategy
http://www.ndtv.com/video/business/news/kenneth-andrade-reveals-his-stock-picking-strategy-424269

‘Today’s generation aspires to become fund manager at the age of 30’
We caught up with Kenneth Andrade, the former Head of Investments at IDFC MF to trace his journey in fund management, what helped him succeed in his career and more.
http://cafemutual.com/news/interviews/687-todays-generation-aspires-to-become-fund-manager-at-the-age-of-30

The Farewell Talk with Kenneth Andrade
Aarati Krishnan talks to Kenneth Andrade, Head, Investments, IDFC AMC, about his journey in the mutual fund industry
https://www.valueresearchonline.com/story/h2_storyview.asp?str=28419

Kenneth Andrade on his investing philosophy
Kenneth Andrade, Head - Investments, IDFC Mutual Fund explains why he does not look to put a value context around his investment philosophy.
http://www.morningstar.in/posts/30236/kenneth-andrade-on-his-investing-philosophy.aspx

Choose the volatility you are happy to live with: Kenneth Andrade
Companies are reducing debt and 2016 may also bring in much-needed sanity to the markets, says mutual funds veteran Kenneth Andrade
http://forbesindia.com/article/investment-guide-2016/choose-the-volatility-you-are-happy-to-live-with-kenneth-andrade/42027/1#ixzz4Arj5S5mv

Mid-cap mogul Kenneth Andrade looks beyond mutual funds
He talks to Forbes India about the exciting climate of investing in the startup space and how the country is gearing up for it.
http://forbesindia.com/article/special/midcap-mogul-kenneth-andrade-looks-beyond-mutual-funds/40507/1

Slideshow –Wealth wizards on the art of investing:
http://forbesindia.com/aperture/slideshow/wealth-wizards-on-the-art-of-investing/38214/18

Kenneth Andrade: Looking Beyond Currency Plays
A depreciating currency can give a competitive edge but, in isolation, it will not lead to the fortunes or misfortunes of a company
http://forbesindia.com/article/investment-guide-2014/kenneth-andrade-looking-beyond-currency-plays/36911/1#ixzz4ArmQvR00

Kenneth Andrade - The Mid-Cap Mogul
When most savvy investors are shunning mid-cap companies, fund manager Kenneth Andrade has just begun a buying spree
http://forbesindia.com/article/work-in-progress/kenneth-andrade-the-midcap-mogul/25852/1#ixzz4ArnjZgZA

Quality Stock Will Come For a Premium in 2013
Forbes India invited the intellectual cavalry of top Indian money managers: Prashant Jain, executive director and CIO, HDFC Mutual Fund, S Naren, CIO-Equities, ICICI Mututal Fund, Kenneth Andrade, CIO-Equities IDFC Asset Management and Ajit Dayal, chairman and founder of Quantum Asset Management. Mr. Ramesh Damani, BSE member, spoke to them about what they expect from the equity markets in the year ahead.
http://forbesindia.com/article/investment-guide-2013/quality-stock-will-come-for-a-premium-in-2013/34517/1#ixzz4ArmlHNEw

Kenneth Andrade: A midcap strategist who has the knack of beating D-street
http://economictimes.indiatimes.com/articleshow/25664416.cms?utm_source=contentofinterest&utm_medium=text&utm_campaign=cppst

Right time to go for stock picking: Kenneth Andrade, IDFC Mutual Fund
In an interview with ET Now, Kenneth Andrade, CIO, IDFC Mutual Fund, shares his views on the market as well as various sectors and stocks.
http://articles.economictimes.indiatimes.com/2014-09-27/news/54377039_1_kenneth-andrade-idfc-mutual-fund-next-couple

The trend spotter
http://beyondbasics.wai.in/the-trend-spotter/

Kenneth Andrade: Look at Firms That Shrink Balance Sheets
Financial discipline is one of the main factors that will help companies draw in funds in 2012, Kenneth Andrade tells Forbes India
http://forbesindia.com/article/investment-guide-2012/kenneth-andrade-look-at-firms-that-shrink-balance-sheets/31978/1#ixzz4ArntaLD1


Videos

Alpha Moguls: Why Kenneth Andrade Is Optimistic About 2019 #BQ

KENNETH ANDRADE - The Wizards of Dalal Street 2015 Part I

KENNETH ANDRADE - The Wizards of Dalal Street 2015 Part II

KENNETH ANDRADE - The Wizards of Dalal Street 2015 Part III

Kenneth Andrade on investing

Kenneth Andrade shares his views on Equity Markets and the consumer cycle in India

Market Guru With Kenneth Andrade - Corporate India Restructured