Biography
Sandeep Srinivas, CFA is a partner and fund manager at FIM Partners in Dubai. He oversees a substantial asset base across Frontier Emerging Markets and the Middle East. He spends significant time on in-depth investigation of business models to uncover opportunities for long-term, value-driven investments. Srinivas’s disciplined, patient investment approach focuses on identifying high-quality, undervalued assets to drive sustainable growth and capital preservation. He plays an instrumental role in the firm’s AUM expansion, leveraging strong client relationships and a track record of superior, risk-adjusted returns. He regularly present insights to senior institutional clients, supporting their strategic asset allocation decisions. As part of the leadership team, Srinivas contributes to the firm’s strategic vision and product development.
Discounted cash flow valuation offers a tempting sense of numerical clarity, but 80% of that “value” can rest on uncertain terminal assumptions. Fragile, indeed.
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