About Abhishek Bhardwaj
Abhishek Bhardwaj is the Managing Partner, Principal Officer and Fund Manager at Green Lantern Capital LLP, where he is responsible for portfolio management, investment strategy and regulatory oversight. He has more than 19 years of experience in equity markets, with expertise spanning financial analysis, company research, sector evaluation and portfolio construction.
A Chartered Accountant, Abhishek brings a financial-statement-focused approach to evaluating businesses and investment opportunities. Before co-founding Green Lantern Capital with Nilesh Doshi, he held investment and research roles across domestic and international investment institutions, including Reliance Mutual Fund and global investment firms.
His professional experience also includes serving as an Equity Fund Manager at Star Union Dai-ichi Life Insurance, where he managed equity assets and developed experience in institutional portfolio management.
At Green Lantern Capital, Abhishek is responsible for the firm's day-to-day portfolio-management activities, including stock selection, portfolio construction, risk management and implementation of the investment strategy.
For more information about the investment manager, explore Green Lantern Capital LLP.
Abhishek Bhardwaj's Education and Professional Qualifications
Abhishek Bhardwaj is a Chartered Accountant (CA) from the Institute of Chartered Accountants of India (ICAI). His accounting qualification provides a strong foundation for analysing financial statements, business fundamentals, profitability, capital allocation and balance-sheet quality.
His career has subsequently focused on equity markets, investment research and portfolio management. The combination of accounting expertise and investment experience has shaped his approach to evaluating businesses and assessing their financial and operating characteristics.
As Principal Officer and Portfolio Manager at Green Lantern Capital, this analytical background is relevant to the firm's research and portfolio-construction process.
Abhishek Bhardwaj's Career in Equity Fund Management
Abhishek Bhardwaj has built a career across equity research, fund management and investment analysis spanning more than 19 years.
Before establishing Green Lantern Capital, he worked with Star Union Dai-ichi Life Insurance, where he served as an Equity Fund Manager. His responsibilities involved managing equity investments and evaluating businesses across sectors.
His earlier career also included portfolio-management responsibilities at Heritage Capital India, where he worked from May 2008 to May 2012, and Monsoon Capital, where he worked from July 2012 to May 2013. These organisations acted as Indian sub-advisors to foreign institutional investors, providing him with exposure to institutional investment processes and international capital.
Earlier in his career, Abhishek also worked with CARE Ratings and Reliance Mutual Fund, building experience in financial analysis, research and investment management.
This progression—from financial analysis and research to institutional portfolio management and eventually managing PMS portfolios—forms the foundation of his current role at Green Lantern Capital.
Abhishek Bhardwaj's Role as Co-Founder and Portfolio Manager at Green Lantern Capital
Abhishek Bhardwaj co-founded Green Lantern Capital LLP with Nilesh Doshi. While Nilesh Doshi serves as CEO and Managing Partner, Abhishek holds the roles of Managing Partner, Principal Officer and Fund Manager.
As Principal Officer and Portfolio Manager, Abhishek has responsibilities covering day-to-day investment decisions, portfolio construction, stock selection and risk management. His role also includes implementing the firm's investment strategy and ensuring that portfolio-management activities operate within the applicable regulatory and risk-management framework.
His responsibilities extend across Green Lantern Capital's PMS strategies. The firm's investment process involves evaluating businesses, identifying investment opportunities and constructing portfolios based on the team's research and investment framework.
This role should not be confused with that of Nilesh Doshi, whose position is CEO and Managing Partner, with responsibility for the firm's broader strategic direction.
For investors seeking to understand the broader structure of portfolio management services, PMS portfolios are managed according to defined mandates and applicable regulatory requirements.
Abhishek Bhardwaj's Small-Cap and Mid-Cap Investment Philosophy
Abhishek Bhardwaj's investment approach is based on bottom-up fundamental research and business-quality assessment. His background as a Chartered Accountant contributes to a focus on financial statements, business fundamentals and the quality of earnings.
The investment framework considers factors such as the quality of a company's business franchise, management capability, earnings visibility, return on equity, valuation and the sustainability of competitive advantages.
For small- and mid-cap companies in particular, assessing management quality and governance can be important because these businesses may have different levels of liquidity, disclosure history and institutional coverage compared with larger companies.
Abhishek's approach also incorporates valuation discipline and risk management. Portfolio positions can be determined by the level of investment conviction, while portfolio construction considers factors including sector exposure, liquidity and potential downside risks.
The objective is to build portfolios through fundamental research rather than relying solely on market-cap classifications or short-term price movements.
Green Lantern Capital PMS Strategies Associated with Abhishek Bhardwaj
Abhishek Bhardwaj is associated with Green Lantern Capital's PMS strategies, including the Growth Fund and Alpha Fund.
The Green Lantern Capital Growth Fund was launched in December 2017 and focuses on the small- and mid-cap segment. Abhishek's role as Principal Officer and Portfolio Manager places him within the firm's portfolio-management structure for implementing the investment mandate.
The Green Lantern Capital Alpha Fund was launched in February 2020 and focuses on the mid- and large-cap segment. Abhishek's responsibilities include portfolio management and investment strategy within the broader Green Lantern investment team.
These strategies should be evaluated independently based on their respective mandates, portfolio construction, risk factors, fees and current disclosures. Historical performance should not be interpreted as a guarantee of future results.
Abhishek Bhardwaj's Approach to Portfolio Construction and Risk Management
Portfolio construction under Abhishek's investment framework involves combining fundamental company research with position sizing and risk assessment.
A concentrated portfolio requires investment decisions to be supported by detailed research into the underlying business, management quality, financial statements and industry structure. Position sizing can reflect the level of conviction while also considering liquidity and portfolio-level risk.
For small- and mid-cap investments, liquidity considerations can be particularly relevant. The investment process therefore needs to account not only for the fundamental attractiveness of an individual company but also for its role within the overall portfolio.
Abhishek's experience across equity research, institutional investing and fund management provides exposure to different market environments and investment mandates. His role at Green Lantern Capital combines this experience with responsibility for portfolio management, regulatory oversight and investment implementation.
Explore Green Lantern Capital PMS Funds
The Green Lantern Capital Growth Fund provides information about the firm's small- and mid-cap PMS strategy associated with Abhishek Bhardwaj.
For information about the investment manager, team and broader platform, explore Green Lantern Capital LLP.
Investors can also learn more about portfolio management services and the structure of professionally managed investment portfolios.
To explore other professionals across the platform, visit ALTPORT fund managers.