Amit S. Khandwala

Chairman, Chief Executive Officer & Chief Investment Officer
Chairman & Chief Executive Officer of Khandwala Capital Management, Inc.

Mr. Khandwala received a BS in Economics, Accounting, International Business and Computers from the University of Bombay, India, and an MBA in Investments, Corporate Finance, and International Finance & International Marketing from the University of Hartford. Mr. Khandwala has overall responsibility for US and International equity management including the direction and implementation of quantitative equities research. He chairs Wright’s investment committee which sets overall investment strategy and asset allocation. Additionally, he is the portfolio manager for Wright’s equity products. Mr. Khandwala manages the Mid Cap Core Strategy which received “Manager of the Decade 2021” and “Manager of the Decade 2014” awards as well as “Manager of the Decade 2013” and “Top Guns Bull & Bear Masters – December 2014” awards for Large Growth Strategy from PSN/Informa¹. In addition, Mr. Khandwala also received “Best of The Best” award from PSN/Informa¹ for the Large Growth Strategy he manages as of September 2014. Mr. Khandwala has been published in the Journal of Portfolio Management and has been involved in conducting empirical research in finance. He was also responsible for the management of 21 single country and regional funds domiciled in US and in Luxembourg. He is a member of the New York Society of Security Analysts. Mr. Khandwala is quadralingual in English, Hindi, Gujarati and Marathi. In 2022, Mr. Khandwala received the ”Coronel Antonio Arredondo Civilian Medal for Merit” from the Republica de Colombia for professional and humanitarian achievements. In 2006, Mr. Khandwala received the Anchor Award from the University of Hartford as a distinguished alumnus. Mr. Khandwala served as Chairman of the Board of St. Vincent’s Medical Center Foundation from 2014 to 2016. Mr. Khandwala was also a member of the Investment Committee of the St. Vincent’s Medical Center Foundation until July 2017. In 2016, Mr. Khandwala was selected to the Physicians Contract and Compensation Committee of the St. Vincent’s Medical Center, which he served until June 2020. In 2018, Mr. Khandwala acquired 100% of The Winthrop Corporation, parent of Wright Investors' Service, Inc., through Khandwala Capital Management, a company he owns and controls. Mr. Khandwala holds the Series 65 securities license. Mr. Khandwala joined Wright in 1986. Investment experience:  37 years.

1.Important Disclosures Regarding PSN/Informa Awards

Wright Investors’ Service, Inc. (“Wright”) makes payment to Zephyr Informa Financial Intelligence (“ZIFI”) with respect to research services, however, such payment is not made to participate in the award selection process, nor to receive any award.  Wright may also make payment to ZIFI to receive access to ZIFI ranking reports to acquire reproduction and distribution rights with respect to the award information, however, the purchase of ZIFI ranking reports is not required to be considered for, or to receive, ZIFI awards.

Awards

Manager of the Decade: These products had an r-squared of 0.80 or greater relative to the style benchmark for the latest 10-year period. Moreover, the strategy’s returns were greater than the style benchmark for the latest 10-year period and also standard deviation less than the style benchmark for the latest ten-year period. At this point, the top ten performers for the latest 10-year period become the PSN Top Guns Manager of the Decade.

Bull & Bear Masters: These products had an r-squared of 0.80 or greater relative to the style benchmark for a three-year period. Moreover, the strategy had an upside market capture over 100 and a downside market capture less than 100 relative to the style benchmark. The top ten ratios of Upside Capture Ratio over Downside Capture Ratio become the PSN Bull & Bear Masters.

Best of The Best: Best product in the list of the top ten returns for each of the 6 Star category.