Baburaj Pillai’s name is not familiar to us. He became known thanks to a report by Pankaj Mishra in the ET.
In the report, Pankaj points out that Baburaj Pillai is an MBA from IIM-Lucknow and a fund manager based in Singapore. Amongst his stock picks are super-duper multi-baggers like Infosys and ICICI Bank. Baburaj homed in on these stocks when they were unknown and unwanted. He has created enormous wealth for his investors.
Baburaj Pillai cut his teeth with the Singapore Investment Corp, where he worked as a fund manager for 12 years. He now runs his own fund called “Arohi Asset Management”.
The report quotes V. Balakrishnan of Infosys paying tribute to Baburaj Pillai: “Pillai’s ability to identify niche companies at a very early stage and his way of understanding the business from entrepreneurs in a charming way sets him apart.”
The report also quotes K. V. Kamath as saying “He (Baburaj Pillai) is one of the smartest investors I have met, who could ask the hardest questions in the nicest possible manner …. I always found useful his views about almost every aspect of the bank’s operations.”
Baburaj Pillai is described as “an investor gifted with a rare combination of prescience and the ability to put his finger on pulse of a business.”
Portfolio of Baburaj Pillai’s Arohi
I did some investigation of my own to discover the stock picks of Arohi. I found that Arohi holds 10.55L shares of Mindtree worth Rs. 90.78 crore and 12.45L shares of TD Power Systems worth Rs. 39.85 crore.
Now, both of these stocks are top quality stocks with strong ROE’s and robust business models.
I am not so familiar with TD Power Systems but Mindtree happens to be my favourite stock as well. In Mindtree, Arohi has the company of legendary investors like Nalanda Capital and Amansa Capital. The stock is a huge winner with a 112% YOY gain and a 185% gain over 2 years.
Inspired by Baburaj Pillai, I intend to keep nibbling on Mindtree for a long time.