Princeton Ivy Capital Advisors, LLC
Established Investments since 1994.
Flagship Winning Strategy: VALUE=GARP
80 Broad Street, 5th Floor, New York, NY 10004
Email: email@example.com, Telephone: 646.843.9725
Princeton Capital Advisors LLC is an independent, minority employee-owned investment management firm, which traces its roots to the proven investment strategy established since 1994. Our time-tested investment discipline is offered to clients through separately managed accounts and funds. Since the founding of our Long Term Investing strategy more than 18 years ago, our mission has been to serve our Clients and to do so with high integrity.
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Today, under the leadership of Indira Amladi, Princeton Ivy Capital Advisors is widely recognized as a premier investment manager serving individual and institutional investors worldwide. We seek to build wealth for investors through a patient, long-term investment approach. We believe stocks represent ownership interests in businesses and therefore rigorously research company fundamentals. We are highly sensitive to valuation, as price is an important component in generating attractive long-term investment results.
Princeton Ivy Capital Advisors has a history of delivering strong, consistent investment results throughout full market cycles. We offer our flagship strategy the "Princeton Ivy Wealth Building Model" to Clients, which includes the discipline of long term investing, as well as a "Goal Seeking" approach to planning whereby Clients are able to determine how much to save in order to meet their retirement goals. The Princeton Ivy wealth building model ensures long term stability by purchasing durable, well-managed businesses at value prices and holding them for the long term.
Indira Amladi CFA
Telephone: 646 843 9725
An investor since 1994, Indira Amladi holds the CFA designation, and is the CEO and Portfolio Manager for Princeton Ivy Capital Advisors. Her 18 year track record of investing is 13.83% Annualized return net of fees. Her most critical contribution to the Value GARP strategy is the development of proprietary screening fundamental database “the 10 Pillars of Strength” by Ms Amladi, a model that works across all sectors. Contains proprietary composite “Drivers of Value” metrics with high R2 vs. long term market valuations, unpublished and undiscovered by Academia or the Investment Industry.
In addition to holding a CFA Charter, Ms. Amladi holds a Master’s degree in Biochemistry, as well as an MBA in Marketing and Finance, both graduate degrees obtained on fully paid University-scholarships. She has 17 year corporate experience at Fortune 100 companies such as Johnson & Johnson, Procter and Gamble and Kraft Foods and has trained with Dr Bruce Greenwald in Value Investing Executive Training at Columbia Business School.
Previously, Ms. Amladi has also analyzed & provided valuations for 10 Large cap consumer companies as Consultant Sell-side Researcher for client Deutsche Bank at New York, NY (10/2009 to 4/2010). Prior to that, she has held several leadership positions such as new product commercialization for Post Foods, Parsippany, NJ (1/2009 10/2009); Director of Marketing as a consultant for Value Investor Media, Vienna, VA (1/2008 to 1/2009); Portfolio Manager for SIGMA and consultant for Unilever at Trumbull CT (7/04 to 1/2008); Associate Director Market Research/Oral Health Category, Johnson & Johnson PPC, Skillman, NJ (6/02 to 7/04); Market Research Manager for Kraft Foods, Glenview, IL (9/00 to 5/02); and Market Research Supervisor for The Procter & Gamble Co., Cincinnati, OH. (6/93-5/98), where she co-led volume forecast model-development and supervised the development and growth-commercialization for several consumer brands such as Jif, Folgers, Old Spice, Sure and Secret.
Ms. Amladi accomplished her CFA charter in October 2010. She received her M.B.A. via graduate-scholarship, magna cum laude, from Miami University, Oxford, OH, in 1992, with a concentration in Marketing and Finance. In 1990, she received an M.S. degree (Biochemistry) via graduate-scholarship from the University of Cincinnati, Cincinnati, OH. She also holds a B.S. degree (Biochemistry and Microbiology), First Class with Distinction, from University of Bombay, Bombay, India, 1987.
Ms. Amladi is engaged in foundation and charitable work, as the volunteer and co-founder of the Foundation for the Multiple Handicapped. Additionally she envisioned and was responsible for leading Reliance Capital’s full sponsorship, hosting and organization of its conference for Columbia University’s Investment delegation to India.
Reliance Capital is one of the largest mutual funds in India.