Ashish Kumar had spent seven years investing at the $1.1 trillion Capital Group.
The fund runs a long/short equity strategy partially focused on the oil sector, principally companies with market capitalizations of more than $200 million, the founder confirmed in a telephone interview. The portfolio consists of approximately 15 long positions and 5 short ones. Kumar described it as "very much fundamental investing with bottom-up stock picking."
"The model is close to a Warren Buffett or a Baupost model,