About
Bhavik Kothari serves as Senior Vice President and Portfolio Manager at Fiera Capital Corp, where he leads global equity research and portfolio management initiatives. Based in Miamisburg, Ohio, Kothari brings over 16 years of experience managing investment advisory services, with a focus on advising institutional and high-net-worth clients on global equity strategies.
His expertise encompasses all facets of the investment advisory business, particularly in equity research and portfolio management. Kothari is well-versed in evaluating international equities across diverse sectors, leveraging extensive analytical skills to manage and construct diversified portfolios for his clients.
Before joining Fiera Capital, he built a substantial background in financial analysis and investment research, supporting both public and private equity strategies. His in-depth experience and leadership have contributed to his reputation as a trusted advisor in global investment management, though further publicly available details on his previous employers and formal education credentials are limited.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Fiera Capital | SVP and Portfolio Manager | Nov 2018 to Present | — |
| Fiera Capital | Vice President and Portfolio Manager | Feb 2017 to Present | — |
| Diamond Hill Capital Management, Inc. | Research Analyst and Sector Leader | Jul 2004 to Jan 2017 | Sector leader - Global Consumer Discretionary |
| Kotak Mahindra Asset Management | AVP - Finance | Jan 2000 to Jan 2002 | Operations Management |
| HDFC Bank | Asst Manager Finance | Jan 1999 to Jan 2000 | Finance and Accounting |
Education
CFA Institute
Chartered Financial Analyst, Investments and Securities
2002 — 2005
The Ohio State University - The Max M. Fisher College of Business
MBA, Business
2002 — 2004
The Institute of Chartered Accountants of India
Chartered Accountant, Business/Commerce, General
Others at Fiera Capital Corp. (26)
| Name | Role | Location |
|---|---|---|
 | Senior Analyst, Municipal Credit Research | Boston, MA , United States |
 | Senior Analyst | Montreal, QC , Canada |
A Alexander Sharp | Billing Analyst | Montreal, QC , Canada |
B Benoit Paquette | Lead Analyst, Performance and Reporting | Montréal, QC , Canada |
 | Vice President and Portfolio Manager, Global Asset Allocation | Montreal, QC , Canada |
 | Vice président et gestionnaire de portefeuille principal, Revenu Fixe | Montreal, QC , Canada |
 | Senior Analyst | New York, NY , United States |
 | Finance and Accounting Analyst | Toronto, ON , Canada |
E Eric Lopez | Senior Analyst, Systems Maintenance | Montreal, QC , Canada |
 | Client Services Analyst | Princeton, NJ , United States |