Top Fund Managers
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Nalanda Capital’s Mantra
Image Credit | Assoc. Prof. Promila Agarwal Don’t just be lazy.Be very lazy.Don’t sell. Track record:16-Year CAGR: Nalanda: 19% vs Nifty: 9.5% About Pulak Prasad:Founder of Nalanda Capital Portfolio Construct:Portfolio of 30 stocksHigh concentration75% in 5 companies> 9 companies returned 25xAverage holding period of 11-14 years Investment Mantra:Not long term, permanentNot equity investors, business ownersHigh Continue reading
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Value Investing Decoded
Here are some videos to help you learn the investment strategies of top fund managers. 1) Sanjoy Bhattacharya – The Master Investor Decode the process of picking winners in the stock markets for the average investor with Sanjoy Bhattacharya. Watch video: [NDTV] 2) Raamdeo Agarwal – Promoter of Motilal Oswal Decode the process of picking Continue reading
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Sunil Singhania – Believe in numbers
Sunil Singhania, CIO of Reliance Mutual Fund Sunil is a numbers person. He often uses numbers to get a true sense of the business. If the company has been diluting too much equity or if there is a lack of cash flow, then it is a warning bell. Reliance MF always focus on where they Continue reading
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Kenneth’s Investment Strategy
How to identify a good business? – Largest in the business – Look for market leadership – Continues to gain market share – Challenging the leaders – Look for a great product – Dominant franchise or a product – Pricing power – Low cost producer – Lead industry with cost – Look for capital efficiency Continue reading
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Sanjoy’s Investment Strategy
Sanjoy says, investing is 85% psychology Look at customers – How customers benefit from this product or service? That is why they are in business. Look at suppliers – They can have integrated suppliers. For example, Japanese auto industry where ever they went they took their suppliers with them. The cost of production is greatly Continue reading
My Value Picks 