Bhavik Bipin Kothari
Portfolio Manager-Equities at Fiera Capital, Inc.
Profile
Mr. Bhavik B.
Kothari, CFA MBA, is a Senior Vice President & Portfolio Manager at Fiera Capital, Inc. He has over 16 years of investment management experience.
Prior to joining Fiera Capital in 2017, Mr. Kothari worked as a Research Analyst and Sector Leader at Diamond Hill Capital Management Inc. which is a fundamental analysis oriented investment firm.
During his tenure at Diamond Hill that spanned over 12 years, he built research coverage in various consumer and technology industries globally and generated several long and short ideas across the market cap spectrum.
He also managed a portion of the Diamond Hill Research Opportunities Fund for 7 years.
In his role as the sector leader of the Consumer Discretionary team, he was actively involved in various aspects of the business that included building the research team, client marketing and creating new investment products.
Prior to joining Diamond Hill, he worked for 4 years at two major Indian financial institutions in operations and finance roles.
He is a Chartered Financial Analyst, has an MBA from Ohio State University and an undergraduate degree in Commerce from University of Mumbai.
He is also a Chartered Accountant.
Bhavik Bipin Kothari active positions
| Companies | Position | Start |
|---|---|---|
Fiera Capital, Inc.
 Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations. | Portfolio Manager-Equities | 31/12/2016 |
Fiera Capital, Inc. /Private Equity/
 Fiera Capital, Inc. /Private Equity/ Investment ManagersFinance Fiera Capital, Inc. /Private Equity/ (Fiera Capital) is a private equity firm founded in 2018. The firm is headquartered in New York. | Private Equity Investor | - |
Former positions of Bhavik Bipin Kothari
| Companies | Position | End |
|---|---|---|
Diamond Hill Capital Management, Inc.
 Diamond Hill Capital Management, Inc. Investment ManagersFinance Diamond Hill Capital Management, Inc. (Diamond Hill) is a SEC-registered investment advisor headquartered in Columbus, Ohio. The firm was founded in 2000 and is a wholly-owned subsidiary of Diamond Hill Investment Group, Inc. (NASDAQ: DHIL). Diamond Hill provides investment management services to individual and institutional investors through mutual funds and separate accounts. The firm also offers investment advisory services to the clients of wrap sponsors. | Analyst-Equity | 31/12/2016 |
| HDFC BANK LIMITED | Corporate Officer/Principal | 30/12/1999 |
Training of Bhavik Bipin Kothari
| The Ohio State University | Masters Business Admin |
| University of Mumbai | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| HDFC BANK LIMITED | Finance |
| Private companies | 3 |
|---|---|
Diamond Hill Capital Management, Inc.
Diamond Hill Capital Management, Inc. Investment ManagersFinance Diamond Hill Capital Management, Inc. (Diamond Hill) is a SEC-registered investment advisor headquartered in Columbus, Ohio. The firm was founded in 2000 and is a wholly-owned subsidiary of Diamond Hill Investment Group, Inc. (NASDAQ: DHIL). Diamond Hill provides investment management services to individual and institutional investors through mutual funds and separate accounts. The firm also offers investment advisory services to the clients of wrap sponsors. | Finance |
Fiera Capital, Inc.
Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations. | Finance |
Fiera Capital, Inc. /Private Equity/
Fiera Capital, Inc. /Private Equity/ Investment ManagersFinance Fiera Capital, Inc. /Private Equity/ (Fiera Capital) is a private equity firm founded in 2018. The firm is headquartered in New York. | Finance |
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