Good morning :)
Stocks Collections

Kenneth Andrade Portfolio – Latest Stocks and Shareholdings in 2026

Kenneth Andrade is the Founder and Chief Investment Officer of Old Bridge Capital Management, a registered Portfolio Management Services firm based in Mumbai. With over 30 years of experience in the Indian capital markets, he is known for his contrarian, value-oriented investment approach. His publicly disclosed net worth from corporate shareholding filings stood at over ₹1.84 Cr as of 31st December, 2023, the most recent quarter in which he held more than 1% of the shares. Let’s take a look at Kenneth Andrade's portfolio, his investment strategy, and learn from his portfolio.

Latest Kenneth Andrade Stock Portfolio & Holdings (2026)

Kenneth Andrade Portfolio Stock Screener

Kenneth Andrade Portfolio Stock Screener: Analyse & Filter Indian Stocks on Tickertape

Showing 1 - 1 of 1 results

last updated at 9:45 PM IST 
NameStock (1)Sub-SectorSub-SectorMarket CapMarket CapClose PriceClose PricePE RatioPE Ratio1D Return1D Return1M Return1M Return6M Return6M Return1Y Return1Y ReturnPB RatioPB RatioReturn on EquityReturn on EquityROCEROCEDividend YieldDiv YieldDebt to EquityDebt to EquityVolatility vs NiftyVolatility vs Nifty
1.Banka BioLoo LtdBANKABusiness Support ServicesBusiness Support Services95.0495.0487.0187.01263.99263.991.991.9919.2119.2116.8516.8526.2126.213.013.01-24.98-24.987.757.75--1.101.103.553.55

Disclaimer: Please note that the above table is for informational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Stock Screener and is subject to real-time updates.

Selection criteria: The table contains the publicly disclosed Kenneth Andrade investment portfolio as on 21st May 2026. Stocks are sorted by market capitalisation, highest to lowest.

Kenneth Andrade's Bulk and Block Deals

Bulk and block deals provide market participants with greater transparency about significant transactions. A bulk deal occurs when the total quantity of shares bought or sold in a single transaction exceeds 0.5% of the company's total equity shares. A block deal involves a minimum transaction of 5 lakh shares or a minimum value of Rs. 10 cr., executed through a separate trading window.


Here's how you can find the latest bulk and block deals by Kenneth Andrade:

  1. Open Market Movers on Tickertape
  2. Under Party, type Kenneth Andrade
  3. Select the relevant Category (Bulk Deal or Block Deal) and Transaction Type (Buy or Sell)

The results show Kenneth Andrade’s latest bulk and block deals. The platform also allows date filtering to review historical transactions and identify patterns over time.

Investor Profile – Kenneth Andrade

Kenneth Andrade is the Founder and Chief Investment Officer of Old Bridge Capital Management Private Limited, a Mumbai-based Portfolio Management Services (PMS) firm he established in 2015. He started his career at Motilal Oswal Securities in 1994 as a research analyst and subsequently served as Head of Research at ASK Investment Managers before moving to IDFC Asset Management Company in 2005. At IDFC AMC, he served as Head of Equities and later as Chief Investment Officer, managing an equity corpus of approximately $8 bn at its peak. He founded Old Bridge Capital Management in 2015 to pursue a focused, high-conviction investment approach outside the mutual fund structure.

  1. Full name: Kenneth Andrade
  2. Current role: Founder and Chief Investment Officer, Old Bridge Capital Management Private Limited
  3. Education: B.Com, N. M. College of Commerce & Economics; Post Graduate Diploma in Financial Management
  4. Career start: 1994, Motilal Oswal Securities (Research Analyst)
  5. Previous roles: Head of Research, ASK Investment Managers; Head of Equities and CIO, IDFC Asset Management Company (2005–2015)
  6. Old Bridge Capital Management founded: 2015
  7. Total experience: Over 30 years in Indian capital markets
  8. Disclosed portfolio value: Over ₹1.84 Cr (as of Q4 2023, most recent quarter with a holding above 1% threshold)
  9. Disclosed companies: 1 (Banka Bioloo Ltd, as of Q4 2023)
  10. Primary investment focus: Contrarian value investing, cyclical turnarounds, capital-efficient businesses with dominant niche positions

Kenneth Andrade's investment philosophy is built on identifying businesses that are out of favour with the broader market but possess structural competitive advantages, improving economics, or are positioned ahead of a sector upcycle. His publicly known calls on the fertiliser and textiles sectors that few were paying attention to before their respective rallies reflect a long-term, research-driven approach to portfolio construction.



Overview of Stocks in Kenneth Andrade's Portfolio

Banka Bioloo Ltd

Banka Bioloo Ltd, incorporated in 2012 and headquartered in Hyderabad, is engaged in the design, manufacture, installation, and operation of bio-toilet systems and water, sanitation, and hygiene (WaSH) infrastructure across India. The company uses bio-digester technology developed in partnership with the Defence Research and Development Organisation (DRDO) to treat human waste without the need for conventional sewage connections.

Kenneth Andrade Portfolio Composition

The following table shows the publicly disclosed holdings of Kenneth Andrade as per corporate shareholding data filed for the quarter ending 31st December 2023.

Stock Name Quantity Held Holding Percent (%) Change from Previous Qtr (%) Holding Value (in Cr.)
Banka Bioloo Ltd 1,75,000 1.6% 0.0 1.84

How to Invest in Kenneth Andrade Portfolio Stocks?

Here's how you can invest in Kenneth Andrade's portfolio stocks using Tickertape:

  1. Create an account on Tickertape or log in to your existing account.
  2. Open Kenneth Andrade Portfolio Screener
  3. Filter stocks using 200+ parameters, including financials, fundamentals, valuations, and technicals, to evaluate each holding based on your investment criteria.
  4. Once you have decided on a stock, you can place a buy order through your linked broker account directly from the Tickertape platform.

You can stay updated on any changes to Kenneth Andrade's holdings using Tickertape Alerts. Track your investments and monitor portfolio performance from your portfolio now!

How to Invest in Kenneth Andrade Portfolio Stocks?

Here's how you can invest in Kenneth Andrade's portfolio stocks using Tickertape:

  1. Create an account on Tickertape or log in to your existing account.
  2. Open Kenneth Andrade Portfolio Screener
  3. Filter stocks using 200+ parameters, including financials, fundamentals, valuations, and technicals, to evaluate each holding based on your investment criteria.
  4. Once you have decided on a stock, you can place a buy order through your linked broker account directly from the Tickertape platform.

You can stay updated on any changes to Kenneth Andrade's holdings using Tickertape Alerts. Track your investments and monitor portfolio performance from your portfolio now!

Kenneth Andrade's Investment Strategy

Contrarian Sector Bets

Kenneth Andrade often looks at sectors that the broader market is ignoring. His past views on fertilisers and textiles show a preference for entering cyclical sectors before they become popular. This approach depends on patience, research, and the ability to hold through weak market phases.

Capital-Efficient Companies

Andrade focuses on businesses that can generate returns without needing heavy capital spending every year. Companies with niche leadership, asset-light operations, recurring revenue, or technology advantages often fit this approach. The focus remains on businesses that can compound capital efficiently over long periods.

High-Conviction Investing

Old Bridge Capital Management follows a concentrated portfolio approach. Andrade prefers holding fewer companies with stronger conviction rather than spreading investments across too many names. This style allows each investment idea enough room to contribute meaningfully if the underlying business thesis plays out.

Early Cycle Turnarounds

Andrade is known for identifying cyclical sectors before they become consensus ideas. His earlier positioning in fertilisers reflected his ability to connect policy changes, commodity prices, and domestic demand. This strategy involves spotting early signs of recovery before the wider market reacts.

Valuation Discipline

Andrade avoids paying very high valuations for growth. His approach favours a margin of safety, even if it means staying away from popular sectors. This reflects a value-oriented style where the entry price matters as much as the business opportunity.

Learnings From Kenneth Andrade's Portfolio

Disclosures Are Limited

Kenneth Andrade’s publicly disclosed personal portfolio shows only a small part of his overall investment activity. He is mainly known as a professional fund manager through Old Bridge Capital Management. His personal holdings may not reflect his broader PMS strategy or complete market view.

Small-Cap Patience Matters

Andrade’s disclosed holding in Banka Bioloo shows his interest in niche, overlooked businesses. The company operates in sanitation infrastructure and bio-toilet technology, areas that may not attract broad market attention. Such positions usually need deep research, patience, and a long-term view.

Sector Calls Need Macro Context

Andrade’s past sector calls show the role of macro research in investing. Sectors like fertilisers and textiles required an understanding of policy, demand, commodity prices, and industry cycles. His approach highlights the importance of independent thinking before a sector becomes widely discussed.

Concentration Needs Research

Old Bridge Capital Management’s focused portfolio style shows Andrade’s belief in concentration backed by strong research. A smaller portfolio can work when each holding is studied in depth and tracked closely. The key learning is not concentration alone, but conviction supported by clear analysis.

Install the Tickertape app and enjoy a more hands-on investing experience
  • portfolio-iconReceive real-time market alerts for timely decisions
  • portfolio-iconMonitor your portfolio from the palm of your hands
  • portfolio-iconWatchlist stocks and mutual funds to stay updated

Conclusion

Kenneth Andrade is the Founder and CIO of Old Bridge Capital Management, with over 30 years of experience in Indian capital markets. His broader investment reputation is shaped by his fund management work at IDFC AMC and Old Bridge Capital Management, where a contrarian, value-oriented, and cycle-aware approach has been his consistent hallmark.

That said, investors should avoid copying or blindly following any investor's portfolio. Kenneth Andrade's personal disclosed holdings represent a fraction of his investment activity. His PMS strategies at Old Bridge Capital Management, which reflect his actual investment views at a portfolio level, are separate and not visible through public shareholding disclosures.

For independent stock analysis, investors can use the Tickertape Stock Screener to evaluate stocks using 200+ filters, or track recent market transactions through Tickertape Market Movers.

Frequently Asked Questions About the Kenneth Andrade Portfolio

  1. Who is Kenneth Andrade?

    Kenneth Andrade is the Founder and Chief Investment Officer of Old Bridge Capital Management Private Limited, a Portfolio Management Services (PMS) firm established in 2015. With over 30 years of experience in the Indian capital market, Kenneth is known for a contrarian, value-driven investment philosophy focused on cyclical turnarounds and capital-efficient businesses with dominant niche positions.

  2. What does the Kenneth Andrade portfolio include?

    As per the most recent publicly available corporate shareholding data, Kenneth Andrade's disclosed personal portfolio includes one stock, Banka Bioloo Ltd, in which he held a 1.6% stake (1,75,000 shares, ₹1.84 Cr) as of 31st December 31, 2023. From Q1 2025 (March 31, 2025) onwards, this holding fell below the 1% public disclosure threshold and no longer appears in public data.

  3. What stocks does Kenneth Andrade hold?

    As per the most recent available public shareholding disclosures, Kenneth Andrade's disclosed personal holding is in the following stocks:
    1. Banka Bioloo Ltd – 1,75,000 shares (1.6%), valued at ₹1.84 Cr (as of December 31, 2023)

    Disclaimer: This information is for educational purposes only and should not be considered investment advice.

  4. What is Kenneth Andrade’s net worth?

    Based on corporate shareholding data filed for December 31, 2023, Kenneth Andrade's publicly disclosed personal equity holdings are valued at over ₹1.84 Cr. This figure covers only his personal stake in listed companies above the 1% disclosure threshold and does not represent his total net worth or the assets under management at Old Bridge Capital Management.

  5. What is Kenneth Andrade's investment philosophy?

    Kenneth Andrade's investment philosophy is value-oriented and contrarian. He focuses on businesses that are out of favour with the broader market but have structural competitive advantages, improving unit economics, or are positioned ahead of a sector upcycle. He avoids "growth at any price" strategies, preferring instead to identify cyclical turnarounds, niche market leaders, and capital-efficient businesses where the entry valuation offers a genuine margin of safety.

  6. What sectors does Kenneth Andrade invest in?

    Based on his personally disclosed public shareholding data, Kenneth Andrade has held a stake in the Industrials sector through Banka Bioloo Ltd, a WaSH infrastructure company. Through Old Bridge Capital Management, his investment commentary and publicly stated views indicate interest in metals, capital expenditure cycle plays, global exporters, and manufacturing businesses.

    Disclaimer: This information is for educational purposes only and should not be considered investment advice.