Venkat Chalasani is Director of GlobeFlex India at GlobeFlex Capital LP, parent of
GlobeFlex Research India Pvt. Ltd.
Venkat Chalasani joined the GlobeFlex team July 1, 2015, after having been the Co-Founder and
President of Virtua Research since 2004. With primary responsibility for the operation of GlobeFlex
Research India Pvt. Ltd., our wholly-owned subsidiary, and the Boston office, Venkat leads a
team of 100 analysts covering more than 1,000 companies in 27 countries. This “first of its kind”
modeling
platform compiles fundamental research ensuring consistency across all companies regarding their
operational drivers, thus circumventing the “lone wolf” process and pitfalls of traditional
fundamental research.
GlobeFlex and Virtua first began doing business in 2005, as Bob Anslow recognized the benefit of an
India-based fundamental effort to cover companies around the globe that have no or sparse analyst
coverage, a classic quantitative blind spot. Venkat and his partners assembled equity analysts, data
gatherers, and technology expertise to build what is now a thriving 100-person effort. As of 2010,
Virtua provided GlobeFlex the ability to integrate financial statements, proprietary earnings
estimates, and other insights into our investment universe, expanding our universe of investment
opportunities for all clients. In 2014 we began the process of acquiring the part of Virtua’s
business that provides those capabilities and in July 2015, we finished establishing our subsidiary
under Indian law and welcomed Venkat’s India-based team into the GlobeFlex family.
Venkat began his career at State Street Global Advisors (SSgA) while earning his MBA at Boston
College, securing one of two coveted Executive Fellow spots, a position created in a strategic
partnership between the two institutions. There he worked with portfolio managers running an
industry rotation equity strategy. Upon completion of his Master’s Degree, he joined the firm full
time as a Principal, Portfolio Management, where he constructed a long/short strategy and acted as
Assistant Portfolio Manager for Global Equity, International Growth, and Concentrated Socially
Responsible Equity.
In addition, he conducted research and had portfolio construction responsibilities. During his four
years at SSgA, Venkat spanned several roles, culminating as Principal, Portfolio Management and Head
of Global
Equity Products, serving as Lead Portfolio Manager for $1 billion in Global Equity portfolios and a
U.S. Large Cap mutual fund.
Spreading his entrepreneurial wings in 2001, Venkat left SSgA to join a former boss as a Partner and
Portfolio Manager at Concordia Capital Associates, running long/short fundamental equity, primarily
in the technology, telecommunications, and health care sectors for three years.
From there, Venkat found the way to leverage his unique position – the confluence of academic parents
involved with India’s top universities and well-educated labor pool, knowledge of the needs of U.S.
financial institutions, and the entrepreneurial drive to co-found and build Virtua, the research
operations of which are, now GlobeFlex Research India Pvt. Ltd.
Venkat received his Bachelor of Technology with Honors from the Indian Institute of Technology (IIT)
in Kharagpur, India. He earned his MBA from the Boston College Graduate School of Management in
1998,
and his Chartered Financial Analyst designation in 2000.