FLAME INVESTMENT LAB

The Epicentre of Value Investing in India

Mr. Kuntal Shah is a partner at the Oaklane Capital Management LLP and has an opportunistic inclination towards value-oriented and risk-controlled approach to investments. He has been an extremely successful investor over the past 2 decades and his investing success has come from exploiting the inefficiencies inherent in the markets. In the past he has added value through strategic inputs, networking and competitive intelligence, and board level decision making for the investee companies. He was part of a three member principal team supported by 20 professionals looking after a portfolio of $600 mn across various asset classes for a family office.

Mr. Shah has in-depth understanding of value investing with focus on risk identification and mitigation, emerging trends and opportunities in key growth sectors in India, taxation and accounting.

He loves to teach on these subjects and in past has lectured at UTI Institute of Capital Markets, IIM (Ahmedabad), IIT (Mumbai), Symbiosis, FLAME and Chartered Accountants Institute, Mumbai etc. He is an Electronics Engineer from Pune University by education and a successful investor over the past two decades.

 

Interviews and Articles


ET Interview: We are not yet at the bottom of the valuations, says this value investor
Kuntal Shah is the founding partner of Oaklane Capital Management. A value-oriented investor, he possesses an in-depth understanding of value investing with a focus on risk identification and mitigation, emerging trends, and opportunities.
https://economictimes.indiatimes.com/markets/expert-view/we-are-not-yet-at-the-bottom-of-the-valuations-says-this-value-investor/articleshow/70585086.cms

Morningstar Interview: Does technology defy longevity of growth in a business?
Kuntal Shah is the founding partner of Oaklane Capital Management. A value-oriented investor, he possesses an in-depth understanding of value investing with a focus on risk identification and mitigation, emerging trends, and opportunities.
https://www.morningstar.in/posts/54111/technology-defy-longevity-growth-business.aspx

Session by Mr. Kuntal Shah- Master’s at work (MAW) event, Kolkata-2019
On 29th of June 2019, Kuntal Shah, founder of Pune based Oaklane Capital Management spoke on “Investing Frameworks and Learning from the Markets”. His talk covered over 300 years of financial market history and was filled with specific anecdotes of the major financial market crashes of history.
https://cfasocietyindia.com/2019/07/12/session-by-mr-kuntal-shah-masters-at-work-maw-event-kolkata-2019/

InvestorInsights: Safal Niveshak Interview - Kuntal Shah
https://www.flame.edu.in/pdfs/fil/articles/Safal-Niveshak-Interview-Kuntal-Shah.pdf

Value Investor Interview: Kuntal Shah
Kuntal Shah is one of the founding partners of SageOne Investment Advisors and has an opportunistic inclination towards a value-oriented and risk-controlled approach to investments.
http://www.safalniveshak.com/value-investor-interview-kuntal-shah/

How this D-Street wizard conquers greed and fear
Ramesh Damani sat down with Kuntal Shah, Partner of SageOne Investments, and asked him about his investment processes and how he controls emotions of greed and fear.
http://www.moneycontrol.com/news/market-outlook/how-this-d-street-wizard-conquers-greedfear_7651661.html

Implication of GST on the broader economy and Stock Markets: Stakeholders’ perspective
CFA Society, Pune Chapter hosted a session on “Implication of GST on the broader economy and Stock Markets: stakeholders’ perspective” by Mr. Kuntal Shah on 18th August 2017.
https://cfasocietyindia.com/2017/10/02/implication-of-gst-on-the-broader-economy-and-stock-markets-stakeholders-perspective/

Presentations / Webinars

India : Wealth Creation Story - Kuntal Shah @ Indian Embassy, Moscow - 9th October 2019
https://twitter.com/kuntalhshah/status/1184719686019080192?s=12
(Profiting India Multi-Trillion USD Stock Markets)

Practitioner's Insights : Investing Wisdom from a Library of Mistakes (Webinar)
https://cfainstitute.org/research/multimedia/2019/practitioners-insights-investing-wisdom-from-a-library-of-mistakes

Practitioner's Insights : Investing Wisdom from a Library of Mistakes (Presentation)
https://on24static.akamaized.net/event/20/59/75/8/rt/1/documents/resourceList1568258632674/cfainstitutepresentationkuntalshah1568258631485.pdf

Investing Framework : Learning from the History of Capital Markets
https://www.cfasociety.org/india/Presentations/History of Capital Markets-MAW 29th June-Kuntal Shah.pdf

Videos

Mr. Kuntal Shah - Representing Board of Management, FLAME University

Kuntal Shah Speaks On Last Week Market Condition

 

ALPHA MANAGERS: KUNTAL SHAH PART 1

ALPHA MANAGERS: KUNTAL SHAH PART 2

 

Ramesh Damani quizzes Sumeet Nagar & Kuntal Shah

New India Conclave 2018 - Kuntal Shah

 

Anuj Singhal And Nimesh Shah In Conversation With Kuntal Shah About His Views On The Indian Stock Market.

ALPHA MANAGERS: KUNTAL SHAH PART 1

ALPHA MANAGERS: KUNTAL SHAH PART 2

 

Wizards Of Dalal Street:A Fresh Breeze Seg 2 Kuntal Shah

Ramesh Damani Interview with Kuntal Shah at Morningstar India Conference 2017

 

Savings, Wealth Creation, Preservation, Time Value and Role of Borrowings

 

Financial Scams And How To Spot Them by Mr. Kuntal Shah