Mahesh Kedia

Equity Strategy, India Research, Thematic, Utilities & Alternative Energy

+852 3743 8057

Mahesh Kedia is Senior Vice President and the Deputy Head of Quantitative Strategy research team, which has been ranked #1 across Asia Pacific in the AsiaMoney polls. The team focuses on generating actionable ideas across global equities by combining top-down macro data with bottom-up stock fundamentals using quantitative tools. Apart from supporting the global product, Mahesh is responsible for India and China, including A-shares. Prior to joining Jefferies, he was part of the top-rated Microstrategy (quant) product at CLSA in Hong Kong for 10 years. Before that, he was with Macquarie Securities in Hong Kong for three years in a similar role. Mahesh has an MBA from IIM Bangalore and is also a CFA charter holder.

What I am Known For

  • Style watch – Our main global product that guides investors on investment styles and strategies
  • Dividend watch – A longstanding product on global equity income and buybacks
  • MicroEdge – A data-driven regular product that provides periodic market updates and diagnostic screens
  • Quantamentals – In-depth thought-pieces that explore topics such as incremental ROIC/Quality/Value, etc
  • Top trades – Our long-short product that identifies baskets based on macro and micro factors affecting markets
  • Governance watch – Product focused on the ever-growing importance of governance in investing
  • Multibaggers – A small-cap product aimed at using quantitative strategies to identify future winners
  • Bespoke requests – Analytics focused on portfolio analysis, idea generation, strategy backtesting, etc
  • Automated requests – Automated and ad-hoc screens, data, charts etc

How I am Different

  • A unique mix of fundamentals and quantitative strategy: Our models and screening processes rely heavily on bottom-up company fundamentals, making them more sustainable and transparent.
  • Incorporating macro into micro: We have been quite early to realize that macro factors are dominating equity investing and have fully incorporated various macro and event studies into our research.
  • Screens with a view: All our research is distilled into screening ideas, where we use our experience to shortlist stocks beyond our quantitative processes.

Key Research Highlights