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About
Anu Prabhu is a Portfolio Manager at Altrius Capital Management, Inc., based in Stamford, CT. She is a member of the Investment Committee and is responsible for conducting fundamental research, security analysis, and portfolio monitoring. Her expertise lies in managing US equity portfolios, with a focus on defensive equities and dividend-paying stocks, employing both top-down and bottom-up research approaches to identify durable businesses with strong cash flows.
Prior to joining Altrius Capital Management in 2021, Ms. Prabhu spent over 17 years at Wright Investors' Service, where she served as Vice President and was a key member of the equity portfolio management team. She has extensive experience in quantitative research, asset allocation, and sector analysis across various industries, including financials, industrials, and consumer sectors. Her career began as an investment analyst at ICICI Bank and BNP Paribas in India, where she gained foundational experience in private banking and equity research.
Ms. Prabhu holds a Bachelor of Commerce in Accounting and Taxation from the University of Mumbai and a Master of Business Administration in Finance from K.J. Somaiya Institute of Management Studies and Research. She is a CFA charterholder and a member of the CFA Society of New York. Her contributions to the investment industry include leading the development of the Altrius Global Dividend ETF, which has been recognized for its competitive yield and disciplined value focus, delivering consistent monthly income to investors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Altrius Capital Management, Inc. | Portfolio Manager | Sep 2021 to Present | — |
| Wright Investors' Service | Vice President, Equities | Jul 2009 to Aug 2021 | — |
| Wright Investor's Service | Investment Analyst | Sep 2003 to Jun 2009 | — |
| ICICI Bank | Analyst Private Banking Division | Jun 2002 to Sep 2002 | — |
| BNP Paribas, Bombay | Analyst, Investment Advisory Services | Nov 1999 to May 2002 | — |
Education
K.J. Somaiya Institute of Management Studies and Research
MBA, Finance
1997 — 1999
University of Mumbai
Bachelors of Commerce, Accounting and Taxation
1992 — 1996
Others at Altrius Capital Management Inc. (6)
| Name | Role | Location |
|---|---|---|
C Christopher Rolf | Executive Vice President | Raleigh, NC , United States |
G Gregory Kammerer | Executive Vice President | New York, NY , United States |
| Executive Vice President | Savannah, GA , United States | |
| Executive Vice President | New Bern, NC , United States | |
Z Zachary Smith | Portfolio Manager - Unconstrained Fixed Income | New York, NY , United States |
| Portfolio Manager | Austin, TX , United States |