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Anthony Heredia
Directeur Général chez
Mahindra Manulife Investment Management Pvt Ltd.
Profil
Anthony Heredia is currently the Managing Director & Chief Executive Officer at Mahindra Manulife Investment Management Pvt Ltd. since 2022.
Formerly, Mr. Heredia was Chief Executive Officer & Managing Director at Morgan Stanley Investment Management Pvt Ltd. from 2007 to 2015, Chief Executive Officer at Baroda Asset Management India Ltd. from 2015 to 2021, Chief Executive Officer at Bank of India Investment Managers Pvt Ltd. from 2021 to 2022, Head of Sales & Distribution at HSBC Asset Management (India) Pvt Ltd. from 2001 to 2006, and Assistant Vice President of Business Development at Aditya Birla Sun Life Amc Ltd. (Investment Management) from 1995 to 2000.
Mr. Heredia completed an undergraduate degree at the University of Mumbai in 1992.
Postes actifs de Anthony Heredia
| Sociétés | Poste | Début |
|---|---|---|
Mahindra Manulife Investment Management Pvt Ltd.
 Mahindra Manulife Investment Management Pvt Ltd. Investment ManagersFinance MMIMPL builds continuously evolving in-house process models for equity and debt portfolios. Selection of securities in portfolios is guided by GCMV Process, which evaluates companies based on growth estimates, cash flow analysis, management and valuations. For debt securities, the firm follows the Risk Guard Process for credit assessment and monitoring and goes beyond the conventional analysis of business, management and financial qualities. | Directeur Général | 05/04/2022 |
Anciens postes connus de Anthony Heredia
| Sociétés | Poste | Fin |
|---|---|---|
Bank of India Investment Managers Pvt Ltd.
 Bank of India Investment Managers Pvt Ltd. Investment ManagersFinance Bank of India Mutual Fund aims to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related securities of mid-cap companies along with income tax benefit. | Directeur Général | 01/02/2022 |
Baroda Asset Management India Ltd.
 Baroda Asset Management India Ltd. Investment ManagersFinance BAML is an active manager which constructs portfolios invested in equity, equity-related instruments, fixed-income and money market instruments with the bulk of their investments in Indian securities. | Directeur Général | 01/08/2021 |
Morgan Stanley Investment Management Pvt Ltd.
 Morgan Stanley Investment Management Pvt Ltd. Investment Banks/BrokersFinance MSIM emphasizes the exchange of investment ideas among team members and uses intense bottom-up fundamental research to fully understand the industries and companies they invest in. As such, the investment teams draw upon the collective knowledge of portfolio managers and research analysts that have developed expertise in specific sectors, across the market cap spectrum. MSIM's portfolios use four traits to analyze future price trends. These are the lowest p/e ratio, the lowest price-to-book ratio, the lowest price-to-value (calculated by a dividend discount model) and the highest dividend yield. Other appraisal ratios (cash flow ratio, sales-to-price ratio) are also used to a lesser degree. In the investment process, quantitative conclusions about stocks are limited by the effectiveness of financial accounting statements. The firm uses their experience in interpreting financial statements when they design quantitative models. Diversification is used to neutralize the occasional incorrect valuation of a company due to misleading accounting. The portfolio management teams have ultimate responsibility for the construction of portfolios. The team structure maximizes each team member's contribution to the investment process, while ensuring that a senior investor is at all times accountable for final decisions. | Directeur Général | 02/08/2015 |
HSBC Asset Management (India) Pvt Ltd.
 HSBC Asset Management (India) Pvt Ltd. Investment ManagersFinance HSBC AM-India is an active, long-term manager which seeks to invest in companies they believe have sustainable business growth and which are trading at a substantial discount to their intrinsic value. The firm adopts a blend of value and growth strategies for stock picking and utilizes a bottom-up approach. HSBC AM-India constructs portfolios primarily following a buy-and-hold strategy. They may hedge portfolios to protect potential downside utilizing F&O and effective use of cash. Their investment decisions are process-driven and involve fund managers and sector specialists. For fixed-income portfolios, HSBC AM-India adapts the HSBC Global Investment Process for Asset Management, monitoring duration, credit, curve positioning and security selection. They employ a combination top-down, bottom-up approach applying the top-down perspective to duration and credit and the bottom-up perspective to curve positioning and security selection. | Corporate Officer/Principal | 31/12/2006 |
Aditya Birla Sun Life Amc Ltd. (Investment Management)
 Aditya Birla Sun Life Amc Ltd. (Investment Management) Investment ManagersFinance ABSLAMC-IM is a long-term, fundamental research-based investor which manages portfolios invested in equity, fixed-income and money-market instruments across regions and sectors. These assets are available via a wide range of financial vehicles including diversified or sector specific equity funds, fund of funds, hybrid and monthly income funds, debt and treasury products and offshore funds. These funds can be actively or passively managed. | Corporate Officer/Principal | 31/12/2000 |
Formation de Anthony Heredia
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
88
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Aditya Birla Sun Life Amc Ltd. (Investment Management)
Aditya Birla Sun Life Amc Ltd. (Investment Management) Investment ManagersFinance ABSLAMC-IM is a long-term, fundamental research-based investor which manages portfolios invested in equity, fixed-income and money-market instruments across regions and sectors. These assets are available via a wide range of financial vehicles including diversified or sector specific equity funds, fund of funds, hybrid and monthly income funds, debt and treasury products and offshore funds. These funds can be actively or passively managed. | Finance |
HSBC Asset Management (India) Pvt Ltd.
HSBC Asset Management (India) Pvt Ltd. Investment ManagersFinance HSBC AM-India is an active, long-term manager which seeks to invest in companies they believe have sustainable business growth and which are trading at a substantial discount to their intrinsic value. The firm adopts a blend of value and growth strategies for stock picking and utilizes a bottom-up approach. HSBC AM-India constructs portfolios primarily following a buy-and-hold strategy. They may hedge portfolios to protect potential downside utilizing F&O and effective use of cash. Their investment decisions are process-driven and involve fund managers and sector specialists. For fixed-income portfolios, HSBC AM-India adapts the HSBC Global Investment Process for Asset Management, monitoring duration, credit, curve positioning and security selection. They employ a combination top-down, bottom-up approach applying the top-down perspective to duration and credit and the bottom-up perspective to curve positioning and security selection. | Finance |
Morgan Stanley Investment Management Pvt Ltd.
Morgan Stanley Investment Management Pvt Ltd. Investment Banks/BrokersFinance MSIM emphasizes the exchange of investment ideas among team members and uses intense bottom-up fundamental research to fully understand the industries and companies they invest in. As such, the investment teams draw upon the collective knowledge of portfolio managers and research analysts that have developed expertise in specific sectors, across the market cap spectrum. MSIM's portfolios use four traits to analyze future price trends. These are the lowest p/e ratio, the lowest price-to-book ratio, the lowest price-to-value (calculated by a dividend discount model) and the highest dividend yield. Other appraisal ratios (cash flow ratio, sales-to-price ratio) are also used to a lesser degree. In the investment process, quantitative conclusions about stocks are limited by the effectiveness of financial accounting statements. The firm uses their experience in interpreting financial statements when they design quantitative models. Diversification is used to neutralize the occasional incorrect valuation of a company due to misleading accounting. The portfolio management teams have ultimate responsibility for the construction of portfolios. The team structure maximizes each team member's contribution to the investment process, while ensuring that a senior investor is at all times accountable for final decisions. | Finance |
University of Mumbai
 University of Mumbai Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Baroda Asset Management India Ltd.
Baroda Asset Management India Ltd. Investment ManagersFinance BAML is an active manager which constructs portfolios invested in equity, equity-related instruments, fixed-income and money market instruments with the bulk of their investments in Indian securities. | Finance |
Bank of India Investment Managers Pvt Ltd.
Bank of India Investment Managers Pvt Ltd. Investment ManagersFinance Bank of India Mutual Fund aims to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related securities of mid-cap companies along with income tax benefit. | Finance |
Mahindra Manulife Investment Management Pvt Ltd.
Mahindra Manulife Investment Management Pvt Ltd. Investment ManagersFinance MMIMPL builds continuously evolving in-house process models for equity and debt portfolios. Selection of securities in portfolios is guided by GCMV Process, which evaluates companies based on growth estimates, cash flow analysis, management and valuations. For debt securities, the firm follows the Risk Guard Process for credit assessment and monitoring and goes beyond the conventional analysis of business, management and financial qualities. | Finance |
