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Profile
Mr. Shlok Melwani is a Portfolio Manager at Capital International Ltd. As an equity investment analyst, he covers Europe and India as a small- and mid-cap generalist.
He has over 20 years of investment industry experience and has been with Capital Group for over 12 years.
Prior to joining Capital, Mr. Melwani was an equity research analyst at Fidelity Worldwide Investors.
Before that, he was an analyst in equity capital markets for UBS Investment Bank and an analyst at Mercer Marsh Consulting.
He holds an MBA from London Business School and a bachelor’s degree in economics from Cornell University.
Shlok Melwani active positions
| Companies | Position | Start |
|---|---|---|
Capital International Ltd.
 Capital International Ltd. Investment ManagersFinance Capital UK is an active, growth-oriented investor which targets attractive returns and provides broad diversification through a managed portfolio of funds and ETFs. The firm employs a bottom-up stock picking approach based on long-term investment horizon, in-house research and direct management contacts. Their investment professionals seek to identify securities that can do well over several years, by using fundamental analysis and paying close attention to valuations. | Analyst-Equity | 01/04/2014 |
Former positions of Shlok Melwani
| Companies | Position | End |
|---|---|---|
FIL Investment Advisors (UK) Ltd.
 FIL Investment Advisors (UK) Ltd. Investment ManagersFinance FIA UK is an active manager which aims to achieve long-term capital appreciation through a bottom-up approach. They focus on individual companies that seek to identify fundamental value in stocks. The firm uses a wide variety of investment strategies in managing client assets. FIA-UK conducts fundamental research, focusing on business franchise, trading environment, valuation, and management. Top-down considerations complement their approach, with attention paid to political, environmental and social issues likely to impact on a company's potential. | Analyst-Equity | 01/02/2014 |
UBS AG (New York)
 UBS AG (New York) Investment ManagersFinance UBS Private Banking employs asset allocation methods to manage separate portfolios based on each client's investment objectives and risk tolerance. | Analyst-Equity | 01/07/2007 |
Training of Shlok Melwani
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
97
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS Private Banking employs asset allocation methods to manage separate portfolios based on each client's investment objectives and risk tolerance. | Finance |
FIL Investment Advisors (UK) Ltd.
FIL Investment Advisors (UK) Ltd. Investment ManagersFinance FIA UK is an active manager which aims to achieve long-term capital appreciation through a bottom-up approach. They focus on individual companies that seek to identify fundamental value in stocks. The firm uses a wide variety of investment strategies in managing client assets. FIA-UK conducts fundamental research, focusing on business franchise, trading environment, valuation, and management. Top-down considerations complement their approach, with attention paid to political, environmental and social issues likely to impact on a company's potential. | Finance |
Capital International Ltd.
Capital International Ltd. Investment ManagersFinance Capital UK is an active, growth-oriented investor which targets attractive returns and provides broad diversification through a managed portfolio of funds and ETFs. The firm employs a bottom-up stock picking approach based on long-term investment horizon, in-house research and direct management contacts. Their investment professionals seek to identify securities that can do well over several years, by using fundamental analysis and paying close attention to valuations. | Finance |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
London Business School
 London Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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