Old Bridge Mutual Fund now holds a 1.07% stake in Alivus Life Sciences Limited, owning 13,19,512 shares as of the latest shareholding filing, up from under 1% in the prior period.
A specialized pharmaceutical manufacturer focused on developing and producing high-value active pharmaceutical ingredients for chronic disease treatments across multiple therapeutic areas. Operating as a subsidiary of Nirma Limited, a diversified conglomerate, the company serves global specialty pharmaceutical companies through contract development and manufacturing services. Its distinctive strength lies in producing non-commoditized APIs where technical expertise, regulatory compliance, and quality standards are paramount.
Founded by Kenneth Andrade, former CIO of IDFC Mutual Fund and one of India's best-known bottom-up stock pickers. Manages over Rs 10,000 crore with a concentrated focus on emerging business leaders in underinvested sectors. Old Bridge follows a forensic accounting and capital efficiency framework to find businesses with durable competitive advantages before they get discovered by consensus.
