Ravi Malik

Portfolio Manager & Principal at SSI Investment Management, Inc.

Ravi Malik

Ravi Malik

Portfolio Manager & Principal at SSI Investment Management, Inc.

Overview
RelSci Relationships

1062

Number of Boards

2

Birthday

06/1960

Age

57

Number of Awards

1

Relationships
RelSci Relationships are individuals Ravi Malik likely has professional access to. A relationship does not necessarily indicate a personal connection.

Director at Malik Radix Healthcare Pvt. Ltd.

Relationship likelihood: Strong

Director at Harvin Academy

Relationship likelihood: Strong

Former Chief Executive Officer at Froley, Revy Investment Co., Inc.

Relationship likelihood: Strong

Chief Executive Officer & Principal at SSI Investment Management, Inc.

Relationship likelihood: Strong

Founder & President at SSI Investment Management, Inc.

Relationship likelihood: Strong

Head Trader at SSI Investment Management, Inc.

Relationship likelihood: Strong

Portfolio Manager at SSI Investment Management, Inc.

Relationship likelihood: Strong

Portfolio Manager at SSI Investment Management, Inc.

Relationship likelihood: Strong

Portfolio Manager at SSI Investment Management, Inc.

Relationship likelihood: Strong

Portfolio Manager at SSI Investment Management, Inc.

Relationship likelihood: Strong

Paths to Ravi Malik
Potential Connections via
Relationship Science
You
Ravi Malik
Portfolio Manager & Principal at SSI Investment Management, Inc.
Education
BA in Mathematics & Economics
Class of 1980

Panjab University, Chandigarh is a school.

MBA in Finance

Founded in the depth of the Great Depression, UCLA Anderson School of Management now ranks among the top-tier business schools in the world. An award-winning faculty renowned for research and teaching, highly selective admissions, successful alumni and world-class facilities combine to provide an extraordinary learning environment in the heart of Southern California.

Memberships
Member
Current

The CFA Society of Los Angeles promotes financial expertise, integrity, and professional skills among their members and CFA charter candidates.

Member

The Mission of the CFA Institute is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Career History
Portfolio Manager & Principal
2009 - Current

SSI Investment Management invests primarily, but not exclusively, in equity, convertible and fixed income securities that are traded publicly in US and non US markets.SSI's Core Equity Strategy seeks to produce excess returns above the S&P 500 with similar risk. The strategy combines quantitative and fundamental analysis to select the best long portfolio candidates. The portfolio typically holds 80-140 equity positions, which are widely diversified across large- and mid-cap companies with strong growth and value characteristics.SSI’s Outright Discretionary Convertible Strategy seeks to produce excess returns above the BofA Merrill Lynch All Convertibles (VXA0) Index. It combines quantitative and fundamental analysis to select positions based on relative valuation and risk attributes. Portfolios normally hold 90-130 convertible bonds and/or preferreds. All credit ratings are considered. SSI’s Outright Investment Grade Convertible Strategy seeks to produce excess returns above the BofA Merrill Lynch Investment Grade Bonds (V0S1) Index. It combines quantitative and fundamental analysis to select positions based on relative valuation and risk attributes. Portfolios typically hold 35-65 investment grade convertible securities.SSI’s Hedged Convertible Income Strategy seeks to generate 90-Day Treasury Bills plus 300 basis points, with low-to-moderate volatility and minimal correlation to major capital markets. The strategy is offered on an unlevered basis as a fixed income substitute. The portfolio normally holds 75-125 convertible bonds and/or preferreds. Positions are generally hedged with the common stock of the same underlying company to minimize volatility. SSI's Hedged Convertible Opportunity Strategy seeks to generate alpha with moderate-to-high volatility using up to 3x leverage. The portfolio typically contains 75-125 convertible bonds and/or preferreds with each position hedged with the common stock of the same underlying company to minimize volatility.SSI’s Flexible Allocation Strategy seeks to produce excess returns above a benchmark comprised of 60% of the total return of the S&P 500 and 40% of the Barclays Aggregate Bond Index. It invests in a portfolio primarily of ETFs, but may include ETNs and other mutual funds. Exposure to various asset classes may range from 0-100%.SSI's Balanced strategy seeks to produce excess returns above a benchmark comprised of 50-70% S&P 500 and 30-50% Lehman Brothers Intermediate-term Treasury Bonds with similar volatility. It combines quantitative and fundamental analysis to select the best long portfolio candidates. The portfolio normally holds 85-140 equity positions, with up to 70% of the portfolio allocated to mid- to large-cap stocks, with strong growth and value characteristics. The remaining 30-50% is allocated to high quality bonds including Treasuries, high grade corporates, convertibles and municipal securities.

Director
2003 - Current

Malik Radix Healthcare Pvt Ltd. operates as a medical and surgical hospital. It offers radiology, Gastroenterology, Paediatric Surgery and Orthopedics services. The company was founded by Ravi Malik and Renu Malik in 2003 and is headquartered in New Delhi, India.

Senior Portfolio Manager
1994 - 2009

Froley believes that convertible securities offer an opportunity to earn equity-like returns with substantially reduced risk.Their investment process begins with an evaluation of the economy and the current business cycle. Convertible portfolios are focused on market sectors where the firm perceives the outlook to be superior to that of the aggregate economy.Within industries considered to have the best prospects over the next six to twelve months, Froley uses its research resources to analyze the companies with convertibles outstanding. Once a company is identified as a potential investment candidate, the convertible security itself must pass their examination of credit quality, income level, investment bond value and equity participation potential.Investments are placed in companies that have competitive products, a strong balance sheet, good cash flows and an ability to grow earnings. Froley's internal research staff is composed exclusively of convertible specialists.

Boards & Committees
Director
2015 - Current

Woostays Hospitality LLP is a Limited Liability Partnership. The company was founded on June 25, 2015 and is headquartered in East Delhi, India.

Director
2003 - Current

Malik Radix Healthcare Pvt Ltd. operates as a medical and surgical hospital. It offers radiology, Gastroenterology, Paediatric Surgery and Orthopedics services. The company was founded by Ravi Malik and Renu Malik in 2003 and is headquartered in New Delhi, India.

Awards & Honors
CFA (Chartered Financial Analyst)