India Equity

The strategy seeks long-term capital growth through investments in Indian equities and related investments across the breadth of India’s economy.

Philosophy

The team believes that the Indian equity market is semiefficient; they seek to capitalize on those inefficiencies by investing in companies with attractive growth prospects that aren’t fully reflected in their market prices. The team also seeks to invest in companies that possess recognized catalysts and sustainable competitive advantages, yet are trading at inexpensive valuations relative to their growth rates.  

Managed by

Marco Giubin

Senior Portfolio Manager, Asia ex-Japan Equity

Based in Hong Kong, Marco is managing director and senior portfolio manager for Manulife Investment Management’s income-oriented Asia-Pacific equity strategies; he’s the company’s Asian high-dividend equity specialist and leads equity analysis for the Australian market. Prior to joining the company, he was head of Asia-Pacific equity research for Eight Investment Partners, a Sydney-based boutique investment house. Before this, he was with Mirae Global Investments as senior portfolio manager for a number of Asia-Pacific mandates, and served as head of research for a team of 15 equity analysts. Before becoming a portfolio manager, he spent 10 years as an equity analyst with UBS Securities in Australia and Fidelity Hong Kong, covering a wide range of sectors in the Asia-Pacific ex-Japan universe.

  • Education: B.B., University of Technology, Australia
  • Joined the company: 2001
  • Began career: 1997
Marco Giubin

Rana Gupta

Senior Portfolio Manager, Asia ex-Japan Equity

Based in Singapore, Rana is a senior portfolio manager for Manulife Investment Management responsible for Indian equities. He works closely with the firm’s Hong Kong-based investment team and the teams from across Asia. Prior to joining the company in 2012, he was a portfolio manager for India equities with Fullerton Fund. Before that, he was with Fortis Investment Management, where he managed the India portion of an Asian Pacific equity portfolio and, prior to that, was with Kotak Securities in India, where he focused on mid-cap equity research before moving internally as a portfolio manager.

Education: B.C., Accountancy, University of Calcutta; M.B.A., Finance, IBS Hyderabad

  • Joined the company: 2012
  • Began career: 2001

 

Rana Gupta

Vehicles

At Manulife Investment Management, we offer investment strategies through a variety of vehicles to suit a broad range of client needs. Contact our institutional sales or consultant relations team to find out if this strategy/vehicle is offered in your region. 

  • Separate accounts

    Our separate accounts and separately managed accounts (SMAs) are designed for institutions and high-net-worth clients seeking tailored investment solutions and direct ownership of securities. 

  • CITs

    Our professionally managed collective investment trusts (CITs) are available in certain qualified retirement plans.

  • Mutual funds

    Mutual funds are liquid, professionally managed portfolios which are available to both institutional and retail investors.


Key facts

  • Inception date

    July 2012

  • Strategy AUM (USD)

    $239.01 million

  • Benchmark

    MSCI India 10/40 Index

  • Style

    Growth at a reasonable price

  • Expected tracking error

    3% to 5%

  • Average portfolio manager experience

    22 years

Important information

All information shown is as of September 30, 2020, unless otherwise indicated. Strategy-level information may differ from vehicle-specific information. Not all vehicles are available in all locations and may be offered through affiliates of Manulife Investment Management.


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