Shrikant Kale

Shrikant Kale joined Jefferies as Senior Microstrategy Research Analyst in May of 2019. Prior to that, he was an Analyst with a highly rated Microstrategy research product at CLSA for more than 12 years. He began his equity research career in 2007 from Mumbai focusing on building bespoke quant products and assisting India strategy research, before relocating to Hong Kong in 2011. Shrikant holds an MBA in Finance from Pune University, India and engineering from Nagpur University, India.

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.