Interview of Ricky Kirpalani by IIFL

Ricky Kirpalani, Lead Sponsor -; Investment Advisor, First Water Capital Fund (AIF) In an interaction with Mamta Maity,, Ricky Kirpalani, Lead Sponsor & Investment Advisor, First Water Capital said “until September 2018, I was primarily managing a private pool of capital. But it was always my intention to institutionalise my methodology and develop a […]

The Impact Of Artificial Intelligence On Emerging Markets – Boon Or Curse? Most of us reading this have probably already interacted with some form of Artificial Intelligence (AI) from customer service chat boxes to yelling at Alexa to play the best of Mohammed Rafi. There are several levels of AI, starting with reactive which uses data and algorithms to provide pre-determined solutions as in the case […]

Here is why intrinsic value outweighs extrinsic value in Indian stocks

We firmly believe that understanding the intrinsic value of a stock is very important, primarily for the long-term investor. Ricky Kirpalani, Lead Sponsor & Investment Advisor, First Water Capital Fund (AIF) What is intrinsic and extrinsic value and how do they differ? Intrinsic value is what a company is inherently worth and should be […]

Nurturing a concentrated portfolio could be the key to creating alpha

For the seasoned and experienced investor, a concentrated portfolio can give that extra oomph in their search for alpha. By Ricky Kirpalani Every investor has their own investment strategy. These investment strategies can range from a highly diversified portfolio to a more concentrated portfolio, where a larger percentage of investments are directed toward fewer […]

Trends Watch: India Equities

Industrial growth

EisnerAmper’s Trends Watch is a weekly entry to our Alternative Investments Intelligence blog, featuring the views and insights of executives from alternative investment firms. This week, Elana talks with Arun Chulani, Co-Founder, First Water Capital.  What is your outlook for investing in India equities?    Given that we are an India-only, long-only public equity fund, […]

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