Europe Investor Roadshow · 2026

Alpha Enhanced Value
Equity Fund

Available Dates
10 Jun
11 Jun
12 Jun

Karthikeyan
Muthuswamy
Head, Deep Value Solutions

Karthik leads deep value equity investing at Alpha with over 25 years of experience in equities investing and fund management.

Previously, he served as Managing Director at Trident Advisors, the exclusive India advisor to Elliott Associates, L.P. — the New York-based multi-asset hedge fund. Prior to that, he was a fund manager at M3 Investments and spent four years as a director and analyst at Jeetay Investments.

Karthik serves as trustee for The Mountain Institute of India and is a member of the executive council for the Centre for Emerging Markets Solutions at ISB Hyderabad. He holds a BBA from the University of Madras.

40%
of Indian stocks declined
30–80% in 2024–26
18.2%
Historical strategy CAGR
over 5+ years
+49%
Annualised alpha vs.
benchmark
12–15%
USD projected base
case annual return

The Alpha Engine & Investment Process

~15
High conviction positions selected from 800+ ideas
100+
Hours of deep research conducted per position
~50%
Capital concentrated in top 5 positions
Structurally Under-Researched Market
80%+ of India AUM is growth-focused leaving deep-value opportunities systematically neglected.
Rigorous 3-Gate Screening
Only 1–5 positions bought from an initial pool of 400+ ideas through disciplined filtering.
Intensive Research
Reading 400+ annual reports & attending 150+ AGMs annually to identify mispriced value.
Stock Picker’s Paradise
India’s listed universe spans 120+ unique industries and 45 distinct sectors.

Register Your Interest

Please take 60 seconds to indicate your interest. Karthik’s team will confirm meeting details directly.

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