General Investing >> Money Manager Interviews >> May 30, 2011

International Deep-value Investing – Sandy Mehta – Value Investment Principals Ltd.

Mehta, Sandy
Sandy Mehta, CFA is the Principal and CIO of Value Investment Principals Ltd. He has more than 25 years of experience in the investment management industry. In addition to his duties at Value Investment Principals, Mr. Mehta founded Acumen Capital Management in 2004, and he incubated a long/short Pan-Asia hedge fund with $20 million in initial assets at launch. He successfully grew the firm to more than $200 million in both hedge fund and long-only assets. Acumen’s client mix has included seed investors Weston Capital and Atlas Capital Group, LLC; European and U.S. pension clients; institutional investors; fund of funds; and five separate accounts, the largest being a $50 million mandate from a Swiss publicly listed company. Prior to launching Acumen, Mr. Mehta was a Portfolio Manager of $3 billion in global and international core portfolios at Wellington Management Company, LLP, in Boston. At Putnam Investments, Mr. Mehta was a Portfolio Manager of two five-star-rated funds, the Putnam Global Equity Fund — a flagship product with $15 billion in mutual fund, 50 separate institutional client accounts  — and the $2 billion Putnam Capital Opportunities Fund. He also incubated a global small-cap fund, raising $300 million in initial assets. Mr. Mehta was previously Head of the global financial research team at Putnam, supervising eight analysts who covered global financial equities. He has an MBA from the Wharton School. Profile
TWST: Would you introduce us to Value Investment Principals and the products you offer?

Mr. Mehta: We focus on unique deep-value stocks on a global basis. These are stocks with extraordinary valuation