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Portfolio Mgr of DoorDarshi India Fund, Rajeev Agrawal chats CSB Bank & Ujjivan Financial Services
In this discussion, SumZero has the opportunity to sit down with Rajeev Agrawal, Fund Manager and Managing Partner of DoorDarshi India Fund. Rajeev chats through the broader opportunity in India and then breaks down his thoughts on two opportunities – Ujjivan Financial and CSB Bank.
Timestamps:
5:54: India Macro
7:30: Finding good management
8:33: Rajeev's advantage of investing in India, living in the US
9:14: CSB Bank background
11:43: Rajeev's anecdote re: Fairfax Financial meeting
12:15: Rajeev digs into the CSB thesis
16:20: Discussion around % of people with bank accounts in India
19:24: CSB Bank competitive landscape
21:35: CSB valuation
23:39: Affect of interest rates changes in India on CSB
27:52: Catalysts for CSB
31:09: Intro to Ujjivan thesis
32:52: Reverse merger with Ujjivan
36:13: Background on Ujjivan
38:27: Ujjivan loan book
42:22: Ujjivan and CSB Bank vs. larger cap names
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In this discussion, SumZero has the opportunity to sit down with Rajeev Agrawal, Fund Manager and Managing Partner of DoorDarshi India Fund. Rajeev chats through the broader opportunity in India and then breaks down his thoughts on two opportunities – Ujjivan Financial and CSB Bank.
Timestamps:
5:54: India Macro
7:30: Finding good management
8:33: Rajeev's advantage of investing in India, living in the US
9:14: CSB Bank background
11:43: Rajeev's anecdote re: Fairfax Financial meeting
12:15: Rajeev digs into the CSB thesis
16:20: Discussion around % of people with bank accounts in India
19:24: CSB Bank competitive landscape
21:35: CSB valuation
23:39: Affect of interest rates changes in India on CSB
27:52: Catalysts for CSB
31:09: Intro to Ujjivan thesis
32:52: Reverse merger with Ujjivan
36:13: Background on Ujjivan
38:27: Ujjivan loan book
42:22: Ujjivan and CSB Bank vs. larger cap names