S Naren is the Executive Director & Chief Investment Officer (CIO) at ICICI Prudential AMC. He joined the company in October 2004 as part of the Investment team, became CIO – Equity in 2008 and three years later, CIO for entire Mutual Fund Investment division. Naren is a leading voice on the Indian capital markets and has myriad awards to his name in fund management. He views macro and markets features prominently across media locally and globally. Naren is known to be a contrarian and value investor. His mantra is to identify a theme, neglected sector or a stock before anyone else does and hold it till it comes into limelight. He also believes in the importance of top down and bottom up thinking. He is not afraid of taking hard decisions even though the markets may be trading in the opposite direction. An interesting facet of his investing style is he will stick to his convictions even if the situation is contrary to his investment decision. Naren regards the knowledge gleaned from teachings of his three investing Gurus – James Montier, Howard Marks & Michael Mauboussin. An alumnus of IIT Madras and IIM Kolkata, he has gathered an experience of 27 years spanning across roles in the financial services industry and investment management. He has worked with organizations such as Refco Sify Securities India Pvt Ltd, HDFC Securities Ltd, and Yoha Securities in various capacities.