PL Capital Wealth Management (PL Wealth) recently hosted an insightful session with Kenneth Andrade, Founder & CIO, Old Bridge Asset Management Private Limited, along with Rajkumar Subramanian, Head – Product & Family Office, PL Wealth, engaging with our clients on market cycles, investment philosophy, and Old Bridge’s strategic outlook. Kenneth shared his perspective on India’s evolving corporate cycle, highlighting how stronger balance sheets and significantly lower corporate leverage have positioned companies for the next phase of growth. While markets are currently experiencing a consolidation phase, this period of “time correction” is allowing fundamentals to strengthen and valuations to stabilize. The discussion emphasized Old Bridge’s disciplined investment approach—focusing businesses with strong cash flows, prudent capital allocation, and leadership within consolidating industries. Their constructive outlook is supported by emerging opportunities across sectors such as pharmaceuticals, manufacturing, logistics, and select commodity businesses. The session also provided insights into the launch of the Old Bridge Flexi Cap Fund, designed to offer broader diversification across market capitalisations while staying aligned with their core philosophy of identifying fundamentally strong businesses positioned for long-term value creation. Sessions like these reinforce the importance of staying patient, disciplined, and focused on long-term fundamentals while navigating evolving market cycles. We thank Mr. Kenneth Andrade, Founder & CIO, Old Bridge Asset Management Private Limited for sharing their valuable insights and engaging with our clients.
